📝 Overview

This article describes how to create a production credit and apply it to a provider's staff profile. This makes it possible to track the amount of the commission earned for items in particular inventory categories, based on an allocated percentage.

🎥 Video Overview

🪙 How to Create Production Credits

1. Navigate to the Settings module
2. Click on the Configurations tab
3. Select View Production Credit
4. Select the + on the top right

5. Give the credit a name, and apply a fixed percentage to all categories, or set variable percentages across specific categories. To learn how to manage inventory categories, please click here.

Tip: The naming and percentages are completely custom. You may create a credit that you would apply to multiple staff members (eg Provider Tier 1), and/or create a credit with a name for a specific provider (eg Jane Smith credit)

🛠️ How to View, Edit, Delete and Duplicate a Production Credit

1. Navigate to the Settings module
2. Click on the Configurations tab
3. Select View Production Credit
4. Scroll to the credit of interest, click the Edit, and make the desired selection on the menu

Tip: Use Duplicate to make a similar credit with slight changes in the name and/or the selected categories/percentages that you would apply to another provider, without the need to start over from the beginning. This is similar to a "Save As" function.

You may override the global production setting as applied at the general category level in Settings, and edit the application of the credit at the specific inventory item level.

To view and edit a production credit on an inventory item:

1. Navigate to the Inventory module
2. Search for and select the inventory item of interest
3. Click on the Production Credit tab
4. Click the Pencil and Paper icon on the production credit of interest
5. Edit the applicable status
6. Click the blue disk to Save

To apply a production credit to a provider's staff profile:

1. Navigate to the Settings module
2. Click on the Staff tab
3. Select View Active Staff
4. Scroll to the desired Staff member and click the name to view the profile
5. Click Edit Profile
6. In the Production Credit field, select the desired credit from the dropdown of available choices
7. Click Save + Done

Note: In order to see the Production Credit field on a staff profile, the Provider field must be set to "Yes".

To track the production credit earned:

1. Navigate to the Reports module
2. Click on the Billing tab
3. If you wish to track the earned credit based on all eligible items that are invoiced, select the report
Production Credit Earned (Based On Sales) and choose the appropriate Filter
4. If you wish to track the earned credit based on all eligible items for which a payment has been collected and applied, select the report Production Credit Earned (Based On Payments) and choose the appropriate Filter

Note: Production credit only begins calculating on invoiced items after the production credit is created in the settings and applied to the provider's staff profile. Production credit is not calculated on invoices retroactively.