Configure a worker
This procedure demonstrates how to configure a worker as a sales representative who is eligible for commission on sales in POS. This procedure uses the USRT demo data company.
Create a commission sales group for the worker
- Go to Sales and marketing > Commissions > Sales groups.
- Workers can be assigned to one or more sales groups. In POS, you can choose any sales group that contains workers from the store's address book.
- Click New.
- In the Group field, type a value.
- In the Name field, type a value.
- Click Save.
- On the Action Pane, click General.
- Click Sales rep.
- A sales group can contain more than one worker. Commissions can be split between workers based on how you define the commission share.
- In the Name field, enter or select a value.
- In the Commission share field, enter a number.
- Click Save.
- Close the page.
- Close the page.
Assign the workers default sales group
- Go to Retail and Commerce > Employees > Workers.
- In the list, find and select the desired record.
- In the list, click the link in the selected row.
- Click the Commerce tab.
- A worker can be assigned to a default sales group. The default sales group will be automatically added to sales lines in POS if the option is enabled in the functionality profile for the store.
- Click Edit.
- In the Default group field, enter or select a value.
- Click Save.
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