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. Sometime 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.

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. 
4. Is active?: Activate/Deactivate the user.
5. You can edit/delete a user.

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.

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

Commission Calculation Type:

The commission for a user can be calculated based on two methods

1. Invoice value: With this method, commissions are calculated based on the total invoice amount generated by the agent.
   For instance, if an agent’s monthly invoice amount totals Ksh.5000 and the commission percentage is set at 10%, the user will receive Ksh.500 as commission.
2. Payment Received: Alternatively, commissions can be calculated based on the actual payments received.
   For instance:  if the agent’s monthly invoice amount is Ksh.5000 with a 10% commission rate, but only Ksh.2000 is received within the month, the user will receive Ksh.200 as commission. If the remaining Ksh.3000 is received in the following month, the user will receive an additional Ksh.300 as commission.

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, Omolead have 2 ways to make payment for the commission.

a) 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

b) Using 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.