Assign multiple staff to the sale

When to use this procedure

Use this procedure when a sale, layaway, approval, or proposal should be split between multiple staff members, such as for commission.

Steps to complete

  1. On the Split Sale window, select a staff member in the Employee box.
  2. Enter the percentage (as a decimal) of the sale that should apply to the employee in the Percentage box. This value will be recorded and reflected on the All Sales Management report.
  3. Select Primary if this employee is the primary salesperson for the sale.
  4. Click Add. The employee is added to the Employee grid.
  5. Repeat steps 1-4 for additional staff members.
  6. Click Save. The Sales Invoice window, Layaway window, Approval window, or Proposal window displays, depending on how you accessed this window.

Helpful links

Create a sales invoice

Create a layaway

Create an approval

Create a proposal

Modify a proposal

There are no related reports.

There are no related system variables.

Sales Invoice general overview

Layaway general overview

Approval general overview

Proposal general overview

Split Sale window

Sales Invoice window

Layaway window

Approval window

Proposal window