Odds and Ends Dave Huet & Greg Herrington. Topics Employee Commissions End of Day Monitor Route...

Odds and Ends

Dave Huet & Greg Herrington

Topics

• Employee Commissions• End of Day Monitor • Route Employee Dispatch• Void Reasons• Margin Analysis• Crossdock• Multi-company• Beyond this session

Employee Commissions – What is new?• Calculated commissions are locked in when the calculated

commissions are posted• Ability to calculate commissions for managers assigned to customer

records• Addition of a new ION report for employee commissions• Formatted commission report

• Ability to view prior commissions paid based on current routing

Employee Commissions

• Supported Commission Structures• Single and Tiered Rates• Commissions based on:

• $ per case• $ per CE• % of revenue

• Commissionable Employees• Driver• Preseller

• Area, Account, District Manager• Vending

Employee Commissions

• Records > Employee > Commissions• Setup:

• Item Groups• Employee Groups• Rates

• Overrides• Calculate• Calculated Commissions

Employee Commissions – Item Groups

Item Groups are used to categorize products into different buckets that are used when assigning commission rates

Item Groups are individually assigned to product records.

Since a product can only have one item group you will want to break up the items into the most detail necessary by warehouse.

Employee Commissions – Employee Groups

You can have as many employee groups as you want, however, an employee can only be assigned to one group at a time.

Employee groups are individually assigned to employee records on the More panel.

You are not required to have an employee group for every employee or route unless they require different rates.

Employee Commissions - Rates• When commissions are initially setup you will need to

specify the rates for every employee/item commission group combination.

• When rates are changed an effective date is specified and you only need to make changes to the rates that are being changed.

• Rates can be a specified value calculated on the rate basis or they can be tiered with multiple rate values based on a minimum amount for the rate basis

Employee Commissions – Managing exceptions

Prior to calculating your commissions you may have certain exceptions that you need to account for:•Incorrect commission overrides•Reassigning credit for sale/delivery due to absence

The Commission override screen allows you to change or set the commission override employee for a sale or delivery on a single day or range of dates.

Employee Commissions – Calculate• Commissions are calculated for Salespeople or Drivers

separately.• You can also calculate commissions for a single employee.• After calculating the commissions, the results can be reviewed

in detail prior to posting.• Once Commissions are posted for an order they cannot be

recomputed.

End of Day Monitor

Route Employee Dispatch

• Allows for static and one-day employee route assignments• Both driver and pre-seller

Route Employee Dispatch

Route Employee Dispatch

Void Reasons

Margin Analysis

Crossdock

Multi-company (by warehouse)

Multi-company (by item)

Multi-company (by item & warehouse)

Beyond this session

• wiki• eoStar University• Anatomy of a support ticket

Discuss | Ask | Suggest

• Dave Huet• davidh@eostar.com

• Greg Herrington• gregh@eostar.com