Tuesday, February 22, 2011

Advanced Driver Pay

Driver commission reports are handled strictly within the software. You may have noticed the 'Driver Reports' tab when you click on the 'Invoices' button; this works just like sales reports and regular invoices. All you have to do is specify a date range, pick a driver, and generate their commission report. The basic pay system uses percentage commissions from every order the driver handled, minus deductions for the specified period. If you need a more complicated system, however, you can implement Advanced Driver Pay.

Instead of percentage commissions, Advanced Driver Pay allows you to implement the pay system of your choosing. For example, you could pay your drivers a flat rate per order, plus 50 cents per mile. Normally, driver commissions are calculated by taking the customer's price list for that order, and multiplying it by the commission percentage. Advanced Driver Pay works by creating a separate price list and applying it to that driver instead. For example, if the customer was being charged by mileage, but you wanted to pay the driver a flat rat per order, you would follow these steps:

1. Go the 'Pricing' tab under 'Settings'. Click on 'Price Lists'.

2. Create a new price list, and instead of putting in the cost of the order, enter the driver pay parameters. For instance, to charge your drivers a flat rate, create a new 'Flat Rate' price list (called 'Driver Pay Flat', for example) and enter in the amount you want to pay your drivers per order. To pay them by the mile, create a new distance price list (e.g. 'Driver Pay Distance') that has their pay rate per mile.

3. Highlight any customer price list, and click 'Advanced Driver Pay' in the bottom right of the window. Here you'll see the default pay system: it takes the price list from the customer, and applies the percentage from the driver to determine their pay. This is what we want to change. Under price list, select the driver pay price list that you've just created, and apply it at 100%. We're applying it at 100% because the list was created specifically for drivers. Of course, nothing is stopping you from applying other customer price lists at different percentages.

From now on, any order that uses this customer price lists will pay the driver for that order according to the 'Advanced Driver Pay' rules. This may sound a little confusing, but really all it's doing is calculating pay by applying a different price list and different percentage instead of the default.

All these same rules apply for surcharges, as well.

No comments:

Post a Comment

Note: Only a member of this blog may post a comment.