This section focuses on setting up everything in Part II of your System Settings. These are the settings found on Page 1 on the upper right part of the page
Below, each section is broken down with a description of how it works and what settings need to be configured.
Please note Settings do NOT automatically save as you fill them out. You will need to click "Submit Part II" for the settings to save, or they will be lost when you close the page.
Employee Information
In the top right corner of the page is the payroll section of your settings. This is where you will select what period your company uses to do payroll. If you selected Semimonthly or Monthly, choose which days you wish to process payroll on from the drop-down boxes.
This is one of the few areas that can't be changed in your system once it is set so be careful. If there is a need to make a change please contact our office during regular tech support hours at (713) 568-1331. Please keep in mind that if we have to access your database to make this change there will be a $125.00 charge*.
- Pay Overtime: Under the Payroll Methods, you will see a check box marked as seen in the screenshot above. If you intend on paying Overtime you must check this box. When you are adding employees later, you will be able to set the Overtime rate. If you do pay overtime, enter the overtime rate at which you pay your employees.
- 1 Day = X Hours and 1 Week = X Hours: How many hours equals one person's day? It could be any number you desire.
- For example, let's say you put 8 hours equals a day, and you want your employees to work 5 days a week. The number of hours that equals a week is 40. Any number of hours they work over the designated time will be considered overtime, if you choose to pay overtime. If you did not choose to pay overtime, the payroll will say that the employee worked exactly 5 days.
When entering each employee you will be asked whether they get paid hourly, daily, or weekly. (see entering employees) For example, if an employee gets paid weekly, and works less than the set number of hours, their salary will be short based on the missing hours from their work week.
- Automatically take out a lunch break for X minutes after the employee is clocked in X minutes: If you enable this setting the system will automatically deduct a lunch break for the desired time after a user has been clocked in for a set time
- Turn off the Time Clock Feature on the System Home Page: If you select this option the time clock feature will no longer be displayed on the home page when logging in.
Commission
- Allow a Different % of commission for each salesperson: This will allow different salespeople to have different percentages as their commission instead of a set percentage across the board. If you would like to allow different percentages, click on the box to make a checkmark appear.
- Add Special Finance Charge to Cost: A special Financing Charge is the amount of money that the financing company charges you in order to get a special financing deal, such as 12 months same as cash. A financing company might charge you an extra 5% of the financing amount to make a profit.
- Pay Commission on Quick Cash Register Sales: Only select this option if you would like to pay commission on sales made from the Quick Cash Register section.
- Pay When: This allows you to select when your company decides to pay a commission. As a quick overview of each option:
-
Never: The computer will never pay a commission.
- Account paid to 0 balance or funds accounted for: You can choose to pay commission when the account is paid to zero balance or all funds (money) are accounted for. This means the computer pays a commission when you have gotten approvals from financing companies for the balance, or the customer has paid off to a zero balance.
- At point of sale: You can pay commission at the point of sale, which will pay commission at the point the customer puts down a deposit. The good news is that your salespeople will start making a lot of sales. The bad news is they have no incentive to make sure the customer pays off.
-
-
- Customer is delivered: If your company pays a commission when the sale is delivered, the computer will pay a commission when everything is in the customer's house.
- Funds accounted for paid to 0 balance: The computer pays commission when you have gotten approvals from financing companies for the balance, or the customer has paid off to a zero balance.
-
Funds accounted for paid to 0 balance and all items confirmed delivered: The computer pays the commission when you have gotten approvals from financing companies for the balance, or the customer has paid off to a zero balance AND the items have been delivered to the customer.
-
% Paid in or funds accounted for: If you choose to pay a commission based on a percentage of the funds accounted for you will be directed to a new screen where you can set the percentage threshold
- Pay commission/spiff: You can choose to allow unpaid commission/spiff to rollover from one pay period to the other so that the salesperson does not lose their commission/spiff. Or, you can choose to pay commission and/or spiff posted between selected pay period dates.
Lastly, you have the option to select if you want to pay spiff by item, category, manufacturer, additional charge, non-inventory items or don't pay spiffs. Please choose whichever one is best for your company.