How to: Edit the Employee Name and Commission Paid on a Sale?

At times an employee may forget to log out and sell items while on another employee's account. As an Admin, Tan-Link will allow you to change the name of the Staff User where a sale was made for commission and sales tracking purposes.

If you need to allow certain staff to complete these changes without allowing Admin access, you can edit the permissions for their security level. See how Staff access can be edited here: https://tan-link.zendesk.com/hc/en-us/articles/360035835531-What-are-the-Different-Security-Levels-Permissions-for-Asst-Manager-Manager-and-Admin

For each order, you will see details on the transaction, such as Date/ Time, Employee who sold it, location, discount notes, Commission paid to the staff, and the amount that the customer paid.

Any info displayed in Gray is editable by clicking on it. 

Once you click on a certain field, the information displayed will become editable for you to delete and type the new info in. Press ENTER on your Keyboard to save your changes.

Edit Date, time, employee, and Discount notes on a Sales order

From the customer's account, you will need to locate the sales order in the purchase history.

To assign the sale to another staff member, you will click on the Login ID that is listed on this order and delete the existing name. Then type in any other employee's Login ID that is currently active.

Press enter to save.

Add or Edit the Commission paid for a sales order.

To change or add commission paid to a staff member for a specific order, you can click on the number that is displayed below the total paid by the customer. That is the commission amount. 
Change the value then press enter to save. 

Commission and sales will be updated instantly once they are updated on customer's accounts.
The commission will update automatically for staff to review under Staff> Bonus Earned.

EFT Draft Commission is paid upon successful drafts and can be viewed or edited by going to customer account > More Details>Account details/History.