53 lines
4.2 KiB
HTML
53 lines
4.2 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Associate vs. Cashier</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { color:#c0c0c0; }
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font.hcp2 { font-weight:bold; }
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font.hcp3 { font-style:italic; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Associate vs. Cashier</p>
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<p class="Help-Text"><a href="receiptsoverview.htm">Sales Overview</a> <span class="hcp1">|</span> <a href="../qbpos_secadmin/secadminoverview.htm">Employees & Security</a> <span class="hcp1">|</span> <a href="../qbpos_secadmin/secadmin_commissions.htm">Track Commissions</a></p>
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<div>
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<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
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</div>
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<p class="Help-Text">Sales documents (receipts, customer orders) have both a <font class="hcp2">Cashier</font> field and an <font class="hcp2">Associate</font> field.</p>
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<ul style="list-style: disc;">
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<li class="p-Help-Bulleted">
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<p class="Help-Bulleted">The <font class="hcp2">Cashier</font> field records the employee creating the document (the logged-in user if requiring employees to sign in). If you are not requiring logins, but have defined your employees, a name can be selected from the drop-down list at the top of the document.</p>
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</li>
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<li class="p-Help-Bulleted">
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<p class="Help-Bulleted">The <font class="hcp2">Associate</font> field records the employee to whom a sales commission is to be paid. The Associate defaults to be the same as the cashier but can be changed for the entire sale or for individual items. This allows you to designate employee commissions on a line-item basis.  <font class="hcp3">Exception: If the receipt is selling items from a customer order, the Associate is carried from the customer order.</font></p>
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</li>
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</ul>
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<p class="Help-Text">If you change the document Associate after listing items on the document you are asked if you want to assign this Associate to all listed items.</p>
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<p class="Help-Heading-2">Examples</p>
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<p class="Help-Text"><font class="hcp3">Example 1:</font> You have one associate working the floor, servicing customers. You pay the associate a commission for the sales she generates. You also have a separate cashier that works the counter, ringing up the sales once the sales associate hands off the customer. The cashier does not earn sales commissions. The cashier should log in to create the receipt, and his name will be auto-filled as the <font class="hcp2">Cashier</font>. The cashier selects the sales associates name in the <font class="hcp2">Associate</font> field <font class="hcp3">at the top of the receipt form</font>. This ensures that the sales associate will be credited for the sale of all commission-eligible items on the sale.</p>
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<p class="Help-Text"><font class="hcp3">Example 2:</font> You have multiple sales associates working the floor in different departments. Each is paid a commission for the sales they generate within their respective areas. You also have a cashier that does not receive commissions, as described above. When the customer comes to the counter to complete the sale, the cashier identifies the sales associate item-by-item for all of the sold merchandise, by clicking Edit and selecting the <font class="hcp2">Associate</font> from the drop-down list in the  <font class="hcp2">Assign this items commission to</font> field in the item dialog). In this way, each of the associates involved will get credit for the sales in their responsibility area.</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_secadmin/secadmin07.htm">Track employees without requiring logins</a></p>
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</body>
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</html>
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