Employee Sales report (v2)

Sale Center Code

Unique ID for the sale center.

A unique identifier assigned to the specific center where the item was sold. Used to track sales across locations.

Sale Center

Name of the sale center.

The name of the center where the item was sold.

Sale Date

Date of the sale.

The calendar date on which the sale transaction was completed

Employee Name

Employee recorded as the seller.

Name of the employee recorded as Sold By during the transaction. This is the person selected while adding the item to indicate who made the sale.

Employee Code

Unique identifier assigned to the employee.

A unique identifier assigned to the employee for internal tracking and reporting purposes.

Job

Assigned job of the employee

Job associated with the employee in the profile

Invoice No

Unique invoice number.

A system-generated identifier for the appointment or POS transaction.

Item Code

Unique ID for the item sold.

A system-generated identifier assigned to the item for tracking and reporting.

Item Type

Type of item sold.

Type of the item sold, such as Service, Product, Package, Membership, Day/Promo Package, Gift Card, or Prepaid Card.

Item Name

Name of the item sold.

The item's display name as on the invoice. It can be the name of a Service, Product, Package, Membership, Day/Promo Package, or the number of a Gift Card or Prepaid Card.

Sale Type

Type of transaction (e.g., Sale, Refund).

Type of transaction performed, such as Sale, Refund, Recurring Payment, or Charges.

 Net Sales

Total amount owed by a guest, excluding tax.

Total amount the guest owes for the item, excluding tax.

Formula:

Net Sales = (Base Price – Discounts – Tax) + Redemptions

Base Price: Original item price

Discounts: Includes campaign, membership, and manual discounts

Tax: Excluded from net sales

Redemptions: Includes payments made using gift cards, memberships, packages, or loyalty points

If the guest uses a redemption method, its value is added to the net sales.

Example – Without Split Commission:

Base Price: $200

Discount: $20 → Adjusted Price = $180

Tax: $10

Gift Card Used: $80

→ Net Sales = ($180 – $10) + $80 = $170

Example – With Split Commission:

Total Net Sales = $170

Employee A gets 70% share → $170 × 0.7 = $119

Employee B gets 30% share → $170 × 0.3 = $51

The Split Sales Factor distributes the Net Sales between employees based on their assigned contribution.

Sales(Inc. Tax)

Sale amount including tax.

Total amount payable by the guest including tax.

Formula:

Sales (Inc. Tax) = (Net Sale Amount + Applicable Tax) × Split Sales Factor

Net Sale Amount: Sale price after discounts

Applicable Tax: Tax charged on the sale

Split Sales Factor: The employee’s share of the sale

If the guest pays using a liability (like a gift card, membership, or package) that was already taxed during purchase, no new tax is applied during redemption—the tax is treated as zero.

Example 1 – Standard Sale (No Redemption, No Split):

Service price: $200

Discount: 10% → $20

Net sale before tax: $180

Tax: $18 (10% on $180)

Sales (Inc. Tax) = $180 + $18 = $198

Split Sales Factor = 1 → Final Sales (Inc. Tax) = $198

Example 2 – Redemption Used (No Additional Tax):

Net Sale Before Tax: $180

Paid using a taxed gift card

Tax = $0

→ Sales (Inc. Tax) = $180 + $0 = $180

Example 3 – Split Between Employees:

Total Sales (Inc. Tax): $198

Employee A gets 70% → $198 × 0.7 = $138.60

Employee B gets 30% → $198 × 0.3 = $59.40

The Split Sales Factor distributes the sale including tax, based on each employee’s assigned share.

Split Commission

% of commission for the employee.

The percentage of the commissionable sale amount assigned to an employee when the sale is shared. This determines how the total commissionable sale amount is distributed among employees involved in the transaction.

Formula:

Employee’s Sale Value = Total Sale Amount × (Split Commission ÷ 100)

A value of 100% means the full sale is credited to one employee.

If multiple employees are involved, the sale value is distributed based on each person's percentage.

Example 1 – 100% Commission to One Employee:

Service Price: $100

Employee A is assigned 100% split commission 

Employee A's Sale Value = $100 × (100/100) = $100

Example 2 – Split Commission Between Two Employees:

Service Price: $100

Employee A: 60% commission = shows as 60 in the split commission column

Employee B: 40% commission = shows as 40 in the split commission column

Employee A's Sale Value = $100 × (60/100) = $60

Employee B's Sale Value = $100 × (40/100) = $40

This percentage ensures commissions are fairly distributed based on each employee’s contribution to the sale.

Employee Sale Value

Sale value attributed to the employee.

Value of sales attributed to this employee, factoring in sales splits and the relative contribution of the item 

Formula: Employee Sale Value = Sales × Item Ratio (if applicable) × Split Sales Factor

Note: This is based on Net Sale (i.e., excludes tax).

Example 1 – Direct Sale (No Package):

• Service price: $100

• Split Commission: 50%

Employee Sale Value = $100 × (50/100) = $50

Example 2 – Part of Day Package:

• Package Price: $300

• Service within package valued at $100

• Ratio = $100 / $300 = 0.333

• Split Commission: 50%

Employee Sale Value = $300 × 0.333 × (50/100) = $50

Commissionable Discount

Discount amount included for commission.

The portion of the total discount given to the guest that is still considered for payroll calculations, based on the employee’s split commission %. This is calculated only when Free Service Revenue (FSR) is enabled for the sale.

Formula: Commissionable Discount = (Campaign Discount + Membership Discount + Membership service credits + Manual Discount + Referral discount + Loyalty point redemptions on services + $0 GC + $0 PPC) × Employee split Commission %

Note: FSR settings are configured at center level.

Example:

• Service Price: $100

• Employee Split Commission %: 50%

• Discounts Applied:

Campaign Discount: $20

Membership Discount: $15

Manual Discount: $10

Calculations:

1. Campaign FSR = $20 × 50% = $10

2. Membership Discount FSR = $15 × 50% = $7.50

3. Manual Discount FSR = $10 × 50% = $5

Total Commissionable Discount = $10 + $7.50 + $5 = $22.50

This $22.50 is included in the employee’s eligible sales for payroll and commission calculation, despite being discounted for the guest.

Payment Type

Method of payment used.

The method used by the guest to pay for the item, such as cash, card, gift card, membership, or loyalty points.

Status

Invoice status (Open/Closed).

Indicates whether the invoice is Open or Closed.

Invoice Closed Date

Date invoice was closed.

The date when the invoice was marked as closed