User Management

  • Last Created On Jan 07, 2022
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Adding users

  1. User Management -> Users -> Add New
  2. Fill the user details, select user role, give a unique username.
  3. Sales Commission Percentage (%): Provide the commission % for this user. This option gets applied if the commission agent feature is enabled. (Not available in SynergyPOS-LITE)
  4. Activate/Deactivate the user.
  5. You can edit/delete a user.

Assign locations

Refer to the image below

Max sales discount:

The maximum discount this user can give during sales in the POS & sales screen. If you don’t want to have this restriction, then simply keep this value blank.

Disable login

Refer to the image below


Adding Roles

  1. Every new business comes with some default roles – Admin & Cashier.
    Admin
     have all permissions in the application.
    Cashier have permission to only POS section.
  2. You can create a role by clicking on Add button > giving a role name and then selecting the appropriate permission for that role.
  3. Sometimes you may need to give a user access to a/some particular location(s) only. In this case, select the locations from “Access locations” permission. Select “All Locations” to give permission to access all locations for your business.
  4. Roles permissions can be edited & deleted.

Note: You must update the role of an existing user before deleting a role.

Using Commission Agent feature

Commission Agent is useful for many businesses. Businesses pay sales agent/commission agent commission on every sale they bring.

Enabling & Choosing Commission Agent Type:

By default, Commission Agent is disabled. You can enable it from Settings  > Business Settings  > Sales. Sales Commission Agent drop-down.

You will see 3 different types:

  1. Logged-in User: If this option is used, then the Logged-in User will be automatically considered as the commission agent for the sales added by him. Meaning, the user adding the sales will get the commission for the sales.
  2. Select from User’s List: If this option is enabled, then in POS & Sales Screen you will see the list of “users” present in your business. The user adding the sales will select the commission agent from the list of users displayed.
  3. Select from Commission Agent List: If this option is enabled, then in POS & Sales Screen you will see the list of “Sales Commission Agents” present in your business. The user adding the sales will select the commission agent from the list of “Sales Commission Agents” displayed.

Select the option as per your business requirements.

Adding Commission Percentage:

You can add commission % while adding/editing the User or Sales Commission Agent

Calculating Commission Amount:

To See the commission amount, Go to Reports  > Sales Representative Report.

Select the User for which you want to see the commission amount.

On selecting it will show you the detailed summary of Total Sale, Total Sale Commission & Total Expense. Also, the table below lists all the transactions.

NOTE: Sales commission is calculated without shipping or tax. Sales commissions are from the sales of the items, not the overhead cost such as taxes, freight, shipping, handling, etc.

Commission payment:

After getting the commission amount, SynergyPOS have 2 ways to make payment for the commission.

Using expense

  • Calculate the commission from the sales representative report and after paying the amount add it as an expense in Add Expense menu.
  • In Add expense, select the Expense-For dropdown

Using HRM module

  • Use the HRM module
  • In the HR module, when creating payroll for a user, it will automatically include the sales commission.
  • Sales commission will be shown as Payroll-Components so that the business owner and the user both know details of the commission.
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