Configure a worker

Note

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This article explains how to configure a worker as a sales representative who's eligible for commission on sales in Microsoft Dynamics 365 Commerce point of sale (POS).

The following procedures use USRT company demo data.

Create a commission sales group for a worker

Note

• Workers can be assigned to one or more sales groups. In POS, you can choose any sales group that contains workers from the store's address book.

• A sales group can contain more than one worker. You can split commissions between workers based on how you define the commission share.

To create a commission sales group for a worker, follow these steps:

1. In Commerce headquarters, go to Sales and marketing > Commissions > Sales groups.
2. Select New.
3. Enter a value for Group.
4. Enter a value for Name.
5. Select Save.
6. On the Action Pane, select General.
7. Select Sales rep.
8. Enter or select a value for Name.
9. Enter a number for Commission share.
10. Select Save.
11. Close the page.

Assign the worker's default sales group

Note

Assign a worker to a default sales group. If you enable the option in the functionality profile for the store, the default sales group automatically adds to sales lines in POS.

To assign workers to a default sales group, follow these steps:

1. In headquarters, go to Retail and Commerce > Employees > Workers.
2. In the list, find and select the desired record.
3. Select the link in the selected row.
4. Select the Commerce tab.
5. Select Edit.
6. For Default group, enter or select a value.
7. Select Save.