Applying Commissions in SMRT
In SMRT, commissions are applied per order, not per statement. This ensures that commission calculations are based on actual transaction data and remain consistent with item-level activity and promotions.
How It Works
If you're managing accounts that require a set commission (e.g. 20% off their total invoice for the month), you can configure this directly within the Admin tab of each account's settings. This is done using Promotions, which will automatically apply the agreed commission discount to every order placed under that account.
Steps to Apply a Promotion/Commission via Customer Account
Open the Customer Account
Go to Customers > Search and select the relevant account
Go to the Account settings
Click on the account name to open account settings.
Go to the Admin Tab
In the customer profile, click on the Admin tab
Assign an Existing Promotion
Under the promotions field select the relevant promotion you want to apply to all orders. If you don't have one you can create one in the promotions module
Click here to see an overview of how to create promotions
Hiding Commission from Customer Receipts
If you are providing receipts to the end customer and prefer not to show the commission/discount and only show the customer the full price (sans discount)
Open the Customer Account
Go to the Account settings
Click on the account name to open account settings.
Go to the Settings Tab
In the customer profile, click on the Settings tab
Go to Receipt Settings
Scroll down until you get to the "Print Retail/Hotel Receipt"
Make sure it's ticked
Now when receipts print for the order it will show the full price and when you send the business a invoice/statement it will show the price with commission discount.
If you're wanting too adjust the invoice you can do this by following the same
steps but review the Invoice Settings tab instead.
