<\/a>Sales Screen<\/h3>\nOn the Sales Screen, you’ll notice there is a button for “Cashier<\/strong>” and a button for “Sales Rep(s)<\/strong>.” On a blank sale, Artisan will default the “Sales Rep<\/strong>” to whoever is the cashier (which defaults to whoever is logged into Artisan). Change this by clicking on the “Sales Rep<\/strong>” button or pressing CTRL-S<\/strong> on your keyboard.\u00a0<\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-30_11h34_52.png\")
<\/a><\/p>\nThis will bring up the Sales Rep screen. Select which Sales Rep you want to add to the sale.<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-30_11h35_15.png\")
<\/a><\/p>\nThe new Sales Rep will appear here.<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-30_11h35_38.png\")
<\/a><\/p>\nYou can select up to four Sales Reps on one sale. You should add more than one Sales Rep to a sale if multiple Sales Reps “closed” the sale or will otherwise gain commission on the sale.<\/p>\n
To add an additional Sales Rep, click on “Add Another Sales Rep<\/strong>.”<\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-30_11h36_48.png\")
<\/a><\/p>\nSelect the Sales Rep. Repeat this process if necessary.<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-30_11h37_29.png\")
<\/a><\/p>\nThe Sales Reps will be added to the sale\/order as shown.\u00a0 In this example, the credit is divided equally among sales reps. Sales Rep commissions are shown in commission reports, which are shown with examples in the “Reports<\/strong>” section of this article.\u00a0<\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-30_11h38_29.png\")
<\/a><\/p>\nBut what if you want one Sales Rep to get a higher commission on a sale than another?<\/p>\n
To do so, put that Sales Rep on the sale multiple times. For example, we want Alice to get more credit for the sale than Maria, so we’ll choose “Add Another Sales Rep<\/strong>” and repeat that process to add her twice. We’ll add Maria only once. Alice will receive two-third credit of the sale and Maria will receive one-third credit.<\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-31_08h26_00.png\")
<\/a><\/p>\nNote: <\/strong>If you choose one Sales Rep (without clicking “Add Another Sales Rep<\/strong>“) Artisan will confirm what you want to do–replace multiple sales reps with one sales rep, or cancel.<\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-30_11h39_30.png\")
<\/a><\/p>\n<\/a>Setting Commission Rates<\/h3>\nTo set or edit a Sales Rep’s rate, head to “Configuration Settings<\/strong>,” “Users & Security Settings<\/strong>,” and “Edit Users<\/strong>.”<\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-30_11h42_36.png\")
<\/a><\/p>\nThis opens a list of your users. Select which user you want to edit.<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-30_11h44_59.png\")
<\/a><\/p>\nEnter the sales commission. This can be based on net sales or gross sales and can be a decimal percentage if necessary.\u00a0<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-30_15h37_53.png\")
<\/a><\/p>\nYou can adjust the Sales Rep menu order by inputting a number into the field. “0<\/strong>” ranks the User higher, while “80<\/strong>” ranks them lower. Users set to the same number will be sorted alphabetically. The lower the number is, the higher they will rank on the list.<\/p>\nIn this example, Shaliene and Stephanie’s menu order is set to “1<\/strong>.” They are ranked at the top and sorted alphabetically.\u00a0<\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-31_08h34_37-1.png\")
<\/a><\/p>\nAlice, Amanda, Amy, and Terry’s menu order is set to “2<\/strong>.” They are also ranked toward the top and sorted alphabetically. The remaining users have their number set to “80<\/strong>” and are sorted alphabetically.<\/p>\n<\/a>Reports<\/h3>\nThere a few reports within Artisan where you can view Sales Rep information.\u00a0<\/p>\n
Click on “Reports<\/strong>,” “Sales Reports<\/strong>,” and “Sales Summary Report<\/strong>.”<\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-30_11h52_39.png\")
<\/a><\/p>\nChoose which Sales Rep information you want to view.<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-30_11h58_41.png\")
<\/a><\/p>\nFirst report:
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-30_11h59_13.png\")
<\/a><\/p>\nSecond report:<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-30_11h59_23.png\")
<\/a><\/p>\nMultiple reps on one sale:<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-31_09h00_46-1.png\")
<\/a><\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-31_09h00_58-1.png\")
<\/a><\/p>\nOne rep earning more than another on the same sale:<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-31_09h03_38-1.png\")
<\/a><\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-31_09h03_54-1.png\")
<\/a><\/p>\nClick on “Reports<\/strong>,” “Employee Reports<\/strong>,” and “Employee Performance and Commissions<\/strong>.”<\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-31_09h13_23.png\")
<\/a><\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-31_09h14_12.png\")
<\/a><\/p>\nSecond page with total:<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-31_09h14_21.png\")
<\/a><\/p>\n<\/a>Exclude Items from Sales Commissions<\/h3>\nIf you have items that you want to exclude from sales commissions, you can easily do so.<\/p>\n
Head to your categories and select one to edit.<\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-30_12h43_54.png\")
<\/a><\/p>\nClick on the dropdown.<\/p>\n
This will bring up the Sales Rep screen. Select which Sales Rep you want to add to the sale.<\/p>\n The new Sales Rep will appear here.<\/p>\n You can select up to four Sales Reps on one sale. You should add more than one Sales Rep to a sale if multiple Sales Reps “closed” the sale or will otherwise gain commission on the sale.<\/p>\n To add an additional Sales Rep, click on “Add Another Sales Rep<\/strong>.”<\/p>\n Select the Sales Rep. Repeat this process if necessary.<\/p>\n The Sales Reps will be added to the sale\/order as shown.\u00a0 In this example, the credit is divided equally among sales reps. Sales Rep commissions are shown in commission reports, which are shown with examples in the “Reports<\/strong>” section of this article.\u00a0<\/p>\n But what if you want one Sales Rep to get a higher commission on a sale than another?<\/p>\n To do so, put that Sales Rep on the sale multiple times. For example, we want Alice to get more credit for the sale than Maria, so we’ll choose “Add Another Sales Rep<\/strong>” and repeat that process to add her twice. We’ll add Maria only once. Alice will receive two-third credit of the sale and Maria will receive one-third credit.<\/p>\n Note: <\/strong>If you choose one Sales Rep (without clicking “Add Another Sales Rep<\/strong>“) Artisan will confirm what you want to do–replace multiple sales reps with one sales rep, or cancel.<\/p>\n To set or edit a Sales Rep’s rate, head to “Configuration Settings<\/strong>,” “Users & Security Settings<\/strong>,” and “Edit Users<\/strong>.”<\/p>\n This opens a list of your users. Select which user you want to edit.<\/p>\n Enter the sales commission. This can be based on net sales or gross sales and can be a decimal percentage if necessary.\u00a0<\/p>\n You can adjust the Sales Rep menu order by inputting a number into the field. “0<\/strong>” ranks the User higher, while “80<\/strong>” ranks them lower. Users set to the same number will be sorted alphabetically. The lower the number is, the higher they will rank on the list.<\/p>\n In this example, Shaliene and Stephanie’s menu order is set to “1<\/strong>.” They are ranked at the top and sorted alphabetically.\u00a0<\/p>\n Alice, Amanda, Amy, and Terry’s menu order is set to “2<\/strong>.” They are also ranked toward the top and sorted alphabetically. The remaining users have their number set to “80<\/strong>” and are sorted alphabetically.<\/p>\n There a few reports within Artisan where you can view Sales Rep information.\u00a0<\/p>\n Click on “Reports<\/strong>,” “Sales Reports<\/strong>,” and “Sales Summary Report<\/strong>.”<\/p>\n Choose which Sales Rep information you want to view.<\/p>\n First report: Second report:<\/p>\n Multiple reps on one sale:<\/p>\n One rep earning more than another on the same sale:<\/p>\n Click on “Reports<\/strong>,” “Employee Reports<\/strong>,” and “Employee Performance and Commissions<\/strong>.”<\/p>\n Second page with total:<\/p>\n If you have items that you want to exclude from sales commissions, you can easily do so.<\/p>\n Head to your categories and select one to edit.<\/p>\n Click on the dropdown.<\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a>Setting Commission Rates<\/h3>\n
<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a>Reports<\/h3>\n
<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a>Exclude Items from Sales Commissions<\/h3>\n
<\/a><\/p>\n
![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-30_12h44_25.png\")
<\/a><\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/03\/2022-03-30_12h46_47.png\")
<\/a><\/p>\n