This blog goes through the steps of creating a Commission sales group, assign the sales group to the worker and add the Sales Representative in POS.
Documentation for this functionality is located at:
https://docs.microsoft.com/en-us/dynamics365/commerce/tasks/worker
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.
11. General > Setup > Sales rep
North
South - Note the commission share is not equal
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.
Aaren Ekelund – North Default group
Alexander Eggerer – North Default Group
Anders Langvad-Nielsen – South Default Group
Andrew Davis – South Default Group
Configure the functionality profile for a sales representative
- Go to Retail and Commerce > Channel setup > POS setup > POS profiles > Functionality profiles.
- Click Edit.
- Expand the Functions section.
- You can use the functionality profile settings to configure POS to automatically add the cashier's default sales group, to prompt for sales groups, and to require sales groups.
- In the Prompt for sales representative field, select an option.
- No
- Start of transaction
- For each line
- Select Yes in the Require sales representative field.
In POS
- If you are prompted to select a Sales Representative, you will see Workers based on the assigned Sales group. The Prompt will be based on the setup from the Functionality Profile
- If you select a Sales group with only one sales representative, that worker will receive all of the commissions.
- If you select a Sales group with multiple sales representatives, all workers in the sales group will receive commissions based on the percentage of the group.
Below is the Prompt.
Alexander is part of the 000160 Sales group and the North Sales group
If you have Sales Representative added to the Screen Layout and select North Sales group, the transaction will look like this
If you have Sales Representative added to the Screen Layout and select South Sales group, the transaction will look like this
After statement is posted, go to All Sales orders and select the created sales order. You can see the Sales group
North Sales group
Select Invoice > Journal > Invoice
Select Commission transactions
South group
Commissions is 60\40 based on the South Sales Group
Note: In POS, there is a misconception about "Clear Default Sales Rep". When the operation is selected in POS, if you default the Sales Representative this will only remove the Sales Representative going forward. You will not be prompted to select a Sales Representative going forward. This will not remove existing Sales Reps.
If you would like sales rep to be removed, you must select the line and "Clear line sales rep" to remove the sales representative.
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