Technician Production Report
Overview
The Technician Production Report displays the sales totals for employee accounts and transaction totals for each assigned technician.
The Employee Sales section reports all transactions made to an employee account. An employee account is defined by setting the Account Type field to Employee.
The technician sections are based on assigned transaction lines and do not include sales made to employee accounts. The Assignment tool allows each transaction line to be assigned a specified percentage to the selected technicians. A single transaction line can be assigned by percentage to multiple technicians or at 100% to one technician. The percentage value assigned at POS will be used in the technician calculations described below.
Both the Employee Sales section and the technician sections do not include incomplete transactions, voided transactions, inter-store transfers, and payments on account.
Details
Applicable lines do not have a line type of: Labor, Special Fee, Shop Supplies (Manual), Labor - Diagnostic, Labor - Sublet, Towing, Shop Supplies (Calculated), or State Deposit.
Applicable lines have a line type of: Labor, Labor Diagnostic.
Applicable lines do not have a line type of: Labor, Special Fee, Shop Supplies (Manual), Labor - Diagnostic, Labor - Sublet, Towing, Shop Supplies (Calculated), or State Deposit.
only if the cost is greater than the value specified in Tools/ System Setup/POS Settings/ General/Sales Commission tab.
Applicable lines do not have a line type of: Labor, Special Fee, Shop Supplies (Manual), Labor - Diagnostic, Labor - Sublet, Towing, Shop Supplies (Calculated), or State Deposit.
Applicable lines have a line type of: Special Fee, Shop Supplies (Manual), Shop Supplies (Calculated), and State Deposit.
Applicable lines have a line type of: Towing
Applicable lines have a line type of: Labor Sublet.
(Note: the totals do not include employee account sales, which have no production value.)
(Note: this does not apply to employee account sales.)
See also
Overview
The Technician Production Report displays the sales totals for employee accounts and transaction totals for each assigned technician.
The Employee Sales section reports all transactions made to an employee account. An employee account is defined by setting the Account Type field to Employee.
The technician sections are based on assigned transaction lines and do not include sales made to employee accounts. The Assignment tool allows each transaction line to be assigned a specified percentage to the selected technicians. A single transaction line can be assigned by percentage to multiple technicians or at 100% to one technician. The percentage value assigned at POS will be used in the technician calculations described below.
Both the Employee Sales section and the technician sections do not include incomplete transactions, voided transactions, inter-store transfers, and payments on account.
Details
Parts: The sum of all applicable lines for the technician multiplied by the percentage assigned in POS.
Applicable lines do not have a line type of: Labor, Special Fee, Shop Supplies (Manual), Labor - Diagnostic, Labor - Sublet, Towing, Shop Supplies (Calculated), or State Deposit.
Labor: The sum of all applicable lines for the technician multiplied by the percentage assigned in POS.
Applicable lines have a line type of: Labor, Labor Diagnostic.
Tax: The sum of all lines for the technician multiplied by the assigned percentage.
Parts Cost: The sum of the cost on all applicable lines for the technician multiplied by the percentage assigned in POS.
Applicable lines do not have a line type of: Labor, Special Fee, Shop Supplies (Manual), Labor - Diagnostic, Labor - Sublet, Towing, Shop Supplies (Calculated), or State Deposit.
Cost %: The sum of the cost on all applicable lines for the technician divided by the sum of the Parts and Labor totals defined above.
Non Commission: The sum of the cost on all applicable lines for the technician multiplied by the percentage assigned in POS;
only if the cost is greater than the value specified in Tools/ System Setup/POS Settings/ General/Sales Commission tab.
Applicable lines do not have a line type of: Labor, Special Fee, Shop Supplies (Manual), Labor - Diagnostic, Labor - Sublet, Towing, Shop Supplies (Calculated), or State Deposit.
Special Fees : The sum of the cost on all lines for the technician multiplied by the percentage assigned in POS.
Applicable lines have a line type of: Special Fee, Shop Supplies (Manual), Shop Supplies (Calculated), and State Deposit.
Towing: The sum of the cost on all lines for the technician multiplied by the percentage assigned in POS.
Applicable lines have a line type of: Towing
Sublet Labor : The sum of cost on all lines for the technician multiplied by the percentage assigned in POS.
Applicable lines have a line type of: Labor Sublet.
Production: The sum of Parts and Labor technician totals defined above, removingNon-Commission technician total defined above.
(Note: the totals do not include employee account sales, which have no production value.)
Percent: The commission rate for the technician as specified on Employee Record.
(Note: this does not apply to employee account sales.)
Pay: The Percent value multiplied by the Production total defined above.
Overview
The Technician Production Report displays the sales totals for employee accounts and transaction totals for each assigned technician.
The Employee Sales section reports all transactions made to an employee account. An employee account is defined by setting the Account Type field to Employee.
The technician sections are based on assigned transaction lines and do not include sales made to employee accounts. The Assignment tool allows each transaction line to be assigned a specified percentage to the selected technicians. A single transaction line can be assigned by percentage to multiple technicians or at 100% to one technician. The percentage value assigned at POS will be used in the technician calculations described below.
Both the Employee Sales section and the technician sections do not include incomplete transactions, voided transactions, inter-store transfers, and payments on account.
Details
Parts: The sum of all applicable lines for the technician multiplied by the percentage assigned in POS.
Applicable lines do not have a line type of: Labor, Special Fee, Shop Supplies (Manual), Labor - Diagnostic, Labor - Sublet, Towing, Shop Supplies (Calculated), or State Deposit.
Labor: The sum of all applicable lines for the technician multiplied by the percentage assigned in POS.
Applicable lines have a line type of: Labor, Labor Diagnostic.
Tax: The sum of all lines for the technician multiplied by the assigned percentage.
Parts Cost: The sum of the cost on all applicable lines for the technician multiplied by the percentage assigned in POS.
Applicable lines do not have a line type of: Labor, Special Fee, Shop Supplies (Manual), Labor - Diagnostic, Labor - Sublet, Towing, Shop Supplies (Calculated), or State Deposit.
Cost %: The sum of the cost on all applicable lines for the technician divided by the sum of the Parts and Labor totals defined above.
Non Commission: The sum of the cost on all applicable lines for the technician multiplied by the percentage assigned in POS;
only if the cost is greater than the value specified in Tools/ System Setup/POS Settings/ General/Sales Commission tab.
Applicable lines do not have a line type of: Labor, Special Fee, Shop Supplies (Manual), Labor - Diagnostic, Labor - Sublet, Towing, Shop Supplies (Calculated), or State Deposit.
Special Fees : The sum of the cost on all lines for the technician multiplied by the percentage assigned in POS.
Applicable lines have a line type of: Special Fee, Shop Supplies (Manual), Shop Supplies (Calculated), and State Deposit.
Towing: The sum of the cost on all lines for the technician multiplied by the percentage assigned in POS.
Applicable lines have a line type of: Towing
Sublet Labor : The sum of cost on all lines for the technician multiplied by the percentage assigned in POS.
Applicable lines have a line type of: Labor Sublet.
Production: The sum of Parts and Labor technician totals defined above, removingNon-Commission technician total defined above.
(Note: the totals do not include employee account sales, which have no production value.)
Percent: The commission rate for the technician as specified on Employee Record.
(Note: this does not apply to employee account sales.)
Pay: The Percent value multiplied by the Production total defined above.