Staff Commissions: Setup and using commission reports

Set up staff commissions for easy calculation and reporting of commission percentages and sales totals.

Commission profiles can be set up by individual staff or staff classification, with percentages and exceptions set at invoice item classification, subclass, or invoice item level.
Staff commissions are calculated for you based on sales totals and simplifies your doctor production tracking. Both gross sales reports (before taxes and without applied discounts) and net sales reports (before taxes with applied discounts) are available under the end of day and end of month reporting groups.

Setup staff commission: Individual

1. Lists > Staff Commissions > New
2. Enter the staff ID or search and select from the Staff list (F2/double-click).
3. Create a new individual commission profile by doing one of the following:
   • Enter the default commission percentage. This percentage will be used on all items not listed as exceptions.
   • Copy the commission settings from another staff member. Using F2/double-click will only display staff IDs set up with commissions.
   • Copy the commission settings from a staff classification. Staff commissions by classification must be setup to use this option.
4. To modify any individual exceptions to the commission, enter the class, subclass, or item ID as appropriate and the desired percentage. The percentage can be zero if no commission is received for this item.
5. Click OK when finished.

Setup staff commission: Classification

1. Lists > Staff Classification Commission > New
2. Select the Staff classification from the drop-down list.
3. Create a new classification commission profile by doing one of the following:
   • Enter the default commission percentage. This percentage will be used on all items not listed as exceptions.
   • Copy the commission settings from another staff member. Using F2/double-click will only display staff IDs set up with commissions.
   • Copy the commission settings from a staff classification. The dropdown will only display classifications set up with commissions.
4. To modify any individual exceptions to the commission, enter the class, subclass, or item ID as appropriate and the desired percentage. The percentage can be zero if no commission is received for this item.
5. Click OK when finished.

Commission Reports

1. Reports > Find a report
2. Enter commission in the search field.
   • Commission reports are available in both gross (pre-discount) and net (post-discount) versions.
     • Totals (total revenue amount)
     • Summary (revenue per classification)
     • Detail (revenue per item, per classification)
3. Under end of day or month, select and run the staff commission report version that works best for your needs.

Note: Daily Commission reports reflect current commission settings, even when run on past periods. To recalculate past commission, update the commission settings to previous commission and run the daily reports. Once complete, change commissions back to current settings.

Additional information

• Favorite the commission report version that best suits your needs for quick access on the Report Search window.

Related reports

Setup:

• Staff Class Commission Percentage Report
• Staff Commission Percentage Report

Calculation of commission:

• Daily Staff Commissions
• Monthly Staff Commissions