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The Commission System

The commission system in Clik Service works on a user being set up as an account manager who can earn a percentage of each item added to an invoice. The user’s sales for the month can then be calculated automatically through the staff database.

 

Before You Start

You will need administration privileges with access to the staff database to set up and configure the commission system.

 

Staff Configuration

Go to Settings > Staff.

Tick the ‘Account Manager’ box for each member of staff you want to calculate commission for.

details tab, account manager tick box

Next, click Salary > New Salary.

salary tab, new salary button

You don’t need to enter a ‘Monthly Rate’ or ’Hourly Rate‘, but you must enter the correct values for ‘Commission starts at…‘ and ‘Target‘.

If you do not enter a ‘Commission starts at…‘ value, then all sales will be subjected to commission calculations.

Click ‘Done‘ and then ‘Save‘.

Repeat this procedure for each member of staff, then click ‘Save & Close‘.

 

How Commission is Calculated

Tick the ‘Commissioned‘ box under the financial tab of the relevant CRM entry.

clik service crm, financial tab, commissioned tick box

Make sure the company’s account manager is also set to the correct member of staff to calculate their commission.

When invoices are raised for the customer, each individual item can have a percent of commission calculated. If items are added to an invoice manually, using ‘Add Item‘, this has to be added manually each time.

commission rate field

If items are added from the products database, using ‘Add from products‘, then the commission value can be pre-defined in the ‘Products’ module.

The invoice also has a commissioned tick box, which will be ticked by default if the same flag is set in CRM. You can untick/tick this on a per invoice basis if required.

clik service invoice, commissioned tick box

 

Reporting Commission

To run a report on monthly commission, go to Settings > Staff. Then click on Tools > Calculate Commission.

tools drop down, calculate commission

You can then filter by the individual or select all users. Adjust the month using the drop-down.

To print the commission report, click ‘Print’.

print staff commission

Clik Service

Clik Service

Staff & Users

Staff, Users and Permissions
Clik Service

Clik Service

Staff & Users

Staff and User Database Overview [Video]

Staff & Users

  • Staff and User Database Overview [Video]
  • Staff, Users and Permissions
  • Changing the Admin Password
  • Creating Digital Signatures
  • Setting Up Rates and Work Hours
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