This article provides instruction and information on the following:

How to set up a commission per customer

  1. In Paladin, on the top ribbon, select the Customers module.
  2. Enter or select a customer from the Customer list.
  3. In the Checkout Screen Note pane, enter a salesperson, followed by a colon, no space, first name, space, last name. Example: Salesperson:Jane Doe
  4. For each customer account, repeat steps 3 and 4.
  5. Click F12 Save.

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How to set up a commission by invoice for each salesperson

  1. In Paladin, on the top ribbon, select the Inventory module.
  2. On the bottom ribbon of the module, click F2 Add Item.
  3. In the Add New Item window, enter the following information:

    For this item

    Enter this information

    Part #

    Name of salesperson

    Description

    Name of salesperson

    Cost

    0.00

    Sell Price

    0.02

    SOH

    0

    Department

    Any department

  4. Click F12 Add.
  5. Select the General tab, and on the top of the Item Information pane, check Non-Inventory.
  6. Open the Pricing tab.
  7. Click F12 Save.
  8. In the Average cost is 0.000 and REF margin is 0 window, click Yes .
  9. In Paladin, from the main menu, select File > Setup.
  10. Select the Sale List tab.
  11. In the Sales section, click New.
  12. In the Name box, enter the name of the salesperson.
  13. In the ID box, enter a number, and then write it down for reference.
  14. Click Save.
  15. In the Sales section, verify that the sale that you just entered is highlighted.
  16. In the Sales Items section, click New.
  17. In the Part Number box, enter the name of the salesperson, in the Price box enter 0.01.
  18. Click Save.
  19. Click the Pricing Plans section, and then click Create New Pricing Plan.
  20. In the Pricing Plan tab, in the Name box, enter the name of the salesperson.
  21. Check Apply to all transactions.
  22. In the Sale List Range Start box and the Sale List Range End boxes, enter the ID number that you wrote down.
  23. Click Save, and then click Close.
  24. For each salesperson that you want to add, repeat this process.

Note: For the salesperson can receive a commission, the cashier must enter the name of the salesperson as an inventory item and add it to the invoice.

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How to create an invoice commission report

  1. In Paladin, on the top ribbon, select the Reports module.
  2. In the Report Area pane, select Sales Analysis > Revenue.
  3. In the Report List pane, click Report Revenue from a Promotion.
  4. In the Choose Report pane, click F12 Next.
  5. In the Report Revenue from a Promotion window, in the Report Settings pane, in the Dates list boxes, enter the date range for the report that you want to run.
  6. In the Additional Settings pane, in the Promotion Number to Report list, select the salesperson’s name.
  7. In the Sorting Options pane, click F12 Run Report.
  8. A PDF file of the report opens.
  9. For each salesperson, repeat steps 1-7.

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How to create a sales commission report per customer with one commission rate for all customers

  1. In Paladin, from the main menu, select Reports > MS Access Templates.
  2. In the Access Report MainPage tab, click Reports.
  3. In the ReportsPage tab, click Single Store or click Multi Store.
  4. In the corresponding tab (single or multi store reports) select Sales Commission Reports.
  5. In the SalesCommissionPage tab, select a Sales Commission Report (1 -3)
  6. In the Salesperson Commission Report tab, click Commission Calculator.
  7. In the Commission Calculator tab, in the  Commission Percentage box, enter the commission rate.
  8. Click Save.
  9. In the Salesperson Commission Report tab, click Run.
  10. In the Report Settings tab, under Salesperson Commission Report Settings, select the Start Date, the End Date.
  11. Click Run.

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How to create a sales commission report with a different commission rate for each department

  1. In Paladin, from the main menu, select Reports > MS Access Templates.
  2. In the Access Report MainPage tab, click Reports.
  3. In the ReportsPage tab, click Single Store or click Multi Store.
  4. In the corresponding tab (single or multi store reports) select Sales Commission Reports.
  5. In the SalesCommissionPage tab, select a Sales Commission Report (1 -3)
  6. In the Salesperson Commission Report tab, click Commission Calculator.
  7. In the Commission Calculator tab, under Commission Calculator, select a department from the Department list.
  8. In the Commission Percentage box, enter the rate for that department, and then click Add.
  9. For each additional department, repeat steps 7-8.
    Note: To review your selections, click Department Listing.
  10. Click Close.
  11. Click Run.
  12. In the Report Settings tab, select the Start Date, the End Date, and the Store.
  13. Click Run.

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If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 10/05/22