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Knowledge Base |
Troubleshooting: Staff Commissions Not Showing Correctly
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This article will guide you through troubleshooting discrepancies with Commissions.
Requirements - A Master admin login or a staff type that has the following permissions:
1. Commission Tier
To adjust your Commission Tiers, navigate to Setup > Staff > Commission Tiers. From here, you will be able to setup New Agreement Tiers, Continuing EFT Tiers, or Product tiers. To enable the Commission Settings, set Run Commission to Yes.
When setting up Commission Tiers, each tier that is created will need to be assigned to a specific staff type. Navigate to Setup > Staff > Commission Tiers. From here, select New Agreement Tiers, Continuing EFT Tiers, Product Tiers or Bonus Tiers. After selecting a Tier, your Existing Commission Tiers will populate, displaying the From $ / To $ Threshold, what the tier Applies To, Commission %, Paid In Full Bonus and the Employee Type assigned. If Commission does not seem to be calculating properly, navigate here to verify that the staff member who wrote up the agreement has the correct Employee Type and that the sale value fits the From $ / To $ Threshold.
2. Review Queue
If Agreement Review has been enabled under Setup > Sales > Sales Settings > New Agreements > Put All New Agreements Into A Review Queue, new agreements will be required to be approved. To access the Review Queue, navigate to Reports > Sales > Review Queue. From here, you will be able to filter out agreements using the Show All dropdown menu. Click Show Review Queue to populate agreements currently within the Review Queue.
3. Agreement Summary
Within the Agreement Summary, we will need to verify that the correct staff member is assigned to the Sale Assigned To and Sale Split With field if the sale was split. Additionally, you will want to confirm that the Sale Is Commissionable setting is set to Yes.
4. Invoice Details
When taking payment for an invoice within the POS, it is possible that the incorrect staff member was logged in, or the Sale Assigned To option was adjusted before finalizing the payment. If a staff member is not receiving commission on a specific invoice, navigate to Prospects / Members > Lookup the client > Billing. From here, click the blue Invoice ID. Within the pop up window, there will be fields that read as Primary / Secondary Sales Person. Check here to verify that the correct staff member is assigned to the sale. If it is not the correct staff member, click the Edit Pencil and select the proper staff member from the dropdown menu.
Related Articles:
Setting Up Detailed Commission Tiers
Report - Review Queue
Change The Salesperson On Agreement Details
Change Sales Person On An Agreement Invoice
Requirements - A Master admin login or a staff type that has the following permissions:
- Club Setup: Can access setup
- Club Setup: Can access commission tiers setup
- Reporting: Can access reports
- Reporting: Can access sales: review queue
- Member Management: Managing Agreements: Can view client agreements
- Member Management: Managing Agreements: Can change agreement commissionable status
- Member Management: Managing Agreements: Can edit agreement responsible party
Why Is The Right Amount Not Showing For My Staff?
1. Commission Tier
To adjust your Commission Tiers, navigate to Setup > Staff > Commission Tiers. From here, you will be able to setup New Agreement Tiers, Continuing EFT Tiers, or Product tiers. To enable the Commission Settings, set Run Commission to Yes.
When setting up Commission Tiers, each tier that is created will need to be assigned to a specific staff type. Navigate to Setup > Staff > Commission Tiers. From here, select New Agreement Tiers, Continuing EFT Tiers, Product Tiers or Bonus Tiers. After selecting a Tier, your Existing Commission Tiers will populate, displaying the From $ / To $ Threshold, what the tier Applies To, Commission %, Paid In Full Bonus and the Employee Type assigned. If Commission does not seem to be calculating properly, navigate here to verify that the staff member who wrote up the agreement has the correct Employee Type and that the sale value fits the From $ / To $ Threshold.
2. Review Queue
If Agreement Review has been enabled under Setup > Sales > Sales Settings > New Agreements > Put All New Agreements Into A Review Queue, new agreements will be required to be approved. To access the Review Queue, navigate to Reports > Sales > Review Queue. From here, you will be able to filter out agreements using the Show All dropdown menu. Click Show Review Queue to populate agreements currently within the Review Queue.
3. Agreement Summary
Within the Agreement Summary, we will need to verify that the correct staff member is assigned to the Sale Assigned To and Sale Split With field if the sale was split. Additionally, you will want to confirm that the Sale Is Commissionable setting is set to Yes.
4. Invoice Details
When taking payment for an invoice within the POS, it is possible that the incorrect staff member was logged in, or the Sale Assigned To option was adjusted before finalizing the payment. If a staff member is not receiving commission on a specific invoice, navigate to Prospects / Members > Lookup the client > Billing. From here, click the blue Invoice ID. Within the pop up window, there will be fields that read as Primary / Secondary Sales Person. Check here to verify that the correct staff member is assigned to the sale. If it is not the correct staff member, click the Edit Pencil and select the proper staff member from the dropdown menu.
Related Articles:
Setting Up Detailed Commission Tiers
Report - Review Queue
Change The Salesperson On Agreement Details
Change Sales Person On An Agreement Invoice
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