Configuring the Extended Commissions Report
The Extended Commissions Report feature in Shortcuts allows businesses to set up customised employee commission structures tailored to their needs. This guide provides step-by-step instructions on configuring the report.
Getting Started
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Prepare Commission Schedules:
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Navigate to the Tools Menu > Schedule/Roster.
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Select Commissions and add commission names, by pressing on +New. Leave the commission values blank at this stage.
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Save your changes.
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Assign Commission Schedules to Employees:
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Go to Setup Menu > Employees.
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Assign the relevant commission schedule to each employee.
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Add hourly rates or salaries if required.
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Save your settings.
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Configuring Extended Commissions
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Access Extended Commissions:
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Open the Extended Commissions feature located on your Desktop.
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Enter your Shortcuts PIN to log in (employees need Security access).
- Security access can be granted by pressing onto Setup > Configuration > General (Bottom Left) > Security > Select the Security Level e.g. "Owner" and expand the "Reports" Item/Action
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Set Commission Bands:
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Define bands for services, sundry items, and retail sales.
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Choose commission calculation method:
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Amount or Units Sold for retail bands.
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Enter commission rates for each band and save.
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Key Configuration Options
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Product Costs:
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Include or exclude product costs from commission calculations.
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Choose to calculate commissions based on markup or full price.
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Wage Schedule:
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Base wages on scheduled/rostered hours or clocked hours.
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Service Costs:
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Configure costs per service as a percentage or fixed amount.
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Apply costs to the first block or all blocks for multi-block services.
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Banding Types:
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Target: Apply the highest band rate to all sales.
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Cumulative: Calculate rates for each band and add them.
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Calculation Period:
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Set commission periods to weekly or align with the report period.
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Fees Per Bill:
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Deduct fixed or percentage fees from transactions before calculating commissions.
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Fallback Wage:
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Choose between paying employees wage and commission or the higher value of the two.
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Series Pricing:
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Calculate commissions on actual series price or full price before discounts.
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Retail Commission Splits:
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Allocate commission percentages between sales roles (e.g., stylist and receptionist).
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Tips Processing:
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Include or exclude tips from commission reports.
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Optionally deduct a processing fee for tips.
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Retail Commission Rates:
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Apply specific rates to retail product lines.
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Additional Types:
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Replace default Sundry items with other categories like chemicals or client count.
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Additional Features
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Tax Settings:
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Include or exclude tax in commission calculations.
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Help and Defaults:
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Access a user guide or restore default settings.
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Visual Customisation:
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Enable or disable fade effects for the interface.
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Finalising Setup Once all configurations are complete:
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Press Save to apply changes.
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Exit the setup window.
Your extended commissions report is now ready, which enables custom commission structures that align with your business goals.