Spiffs

A spiff is a per-unit kickback attached to a product or a slice of your catalog — every time a qualifying item sells inside the date window, Rundoo records the spiff amount against the sales clerk who rang it. Think $2 per gallon of Aura sold in April — set it once, let it accrue, pay the clerks at month-end from a report.

In the POS mode, open Products in the left sidebar, then click the Spiffs top tab.

How spiffs work

A spiff is a named, time-bounded, per-unit incentive. You define one at the catalog level — "which products, how much per unit, when it starts, when it expires" — and Rundoo handles the rest. When a clerk rings a matching product on a sale inside the window, the spiff fires: the sale stores the clerk who rang it, the quantity, and the per-unit amount, and the spiff's Count column ticks up by the units sold.

The list on this tab shows every spiff in the system with its window, per-unit amount, and running count. The Count column is net units sold — returns and voids back it off — so it's always the current "how many we owe against this spiff."

Column	What it shows
Spiff	The spiff's name. Click the row to edit.
Start / Expiration	The window the spiff fires during. Sales outside this window — even of matching products — don't accrue.
Amount	Per-unit payout ($2.00 /U = two dollars per unit sold).
Count	Net units sold across the spiff window so far. Multiply by Amount for dollars owed.
Location ID	Empty when the spiff is global (All locations). A specific location shows here when scoped.

Adding a spiff

Click + Add spiff in the top-right of the list. The Add spiff modal opens.

Fill the form top-to-bottom:

Field	What it does
Name	Shows in the Spiffs list and on the reports. Use something recognizable (Aura Promo April, BM Co-op Q2, Contractor bonus).
Amount	Per-unit payout. The /U suffix is the unit of measure — each can, each gallon, each linear foot — so a $2.00 amount on paint means two dollars per gallon.
Start date / Expiration date	The firing window. Check No expiration date to run it open-ended until you deactivate.
Locations	Defaults to All locations. Pick specific locations if the vendor is only funding the program for certain stores.
By rules / By product	The scope toggle. By rules = every product matching a filter (Vendor, Unit of measure, Department, Class, Fineline). By product = a hand-picked list of specific SKUs.

Rules-based is how most spiffs are written — vendor co-op programs cover a whole line (Vendor: Benjamin Moore, Department: Benjamin Moore, Class: AURA INTERIOR), not a handful of SKUs. As you narrow the filters, the modal shows a live count — 51 products match current rules — so you can see the blast radius before you save.

By-product flips the modal to a product-search. Pick one or many SKUs explicitly. Good for a one-off push on a specific new-arrival SKU.

Click Create spiff. It lands in the list immediately and starts firing on the next matching sale — there's no separate "activate" step.

Editing / removing

Click any row in the Spiffs list to reopen it as an Edit spiff modal. Every field above is editable, plus one new affordance:

• N products match current rules / View products — live-counts the catalog slice the current rules are selecting. Click View products to see the actual list. Use it to sanity-check a rule change before saving (e.g., you tightened the Class and want to confirm nothing important got dropped).

• Deactivate — the red button at bottom-left. Ends the spiff's firing window immediately, without deleting it. The row stays in the list (under Status: Inactive via the Filter), the historical Count and its payouts stay intact on reports, and no new sales accrue.

There's no destructive delete on spiffs — deactivation is the terminal state. That's a feature: once a spiff has fired on even one sale, its history matters for the clerks you owe, and Rundoo preserves it.

Spiff reporting and payouts

Rundoo ships two default reports that turn accrued spiffs into a payout sheet. Both live in the POS mode, Reports in the left sidebar, under Default reports.

Report	Groups by	Use for
Spiffs by sales clerk	Designated clerk → Distinct Spiff name → Distinct Product	Cutting the payout by clerk. Each row says “this clerk is owed N units of this product under this spiff.” The clerk column is the designated clerk on the sale — defaults to whoever rang it, but admins can reassign on the sale’s detail page (see Designated clerk vs. original ringer below). Sum by clerk for the paycheck add-on.
Spiffs by vendor	Product default vendor → Distinct Spiff name → Distinct Product	Reconciling vendor co-op billing. Every row rolls up to "Benjamin Moore owes us this much under Aura Promo." Submit it to the vendor's co-op portal.

Both reports share a common set of columns:

Column	Meaning
Distinct Spiff name	Which spiff drove this row (in case a clerk or vendor is covered by several running concurrently).
Distinct Product	The SKU that rang. Handy for auditing — you can trace a payout back to a specific transaction line.
Spiff units net	Units sold minus units returned/voided. This is what drives the payout.
Total spiff amount	Spiff units net × Amount. Dollars owed.

Change the date range with the date-range pill at the top of the report (Month to date → Last month, Custom, etc.). Typical payroll rhythm: run Spiffs by sales clerk for Last month on the first of the month, hand it to the bookkeeper, add to the next paycheck. Then run Spiffs by vendor and send to each vendor's co-op contact for reimbursement.

Designated clerk vs. original ringer

Each sale carries a designated clerk — the staffer credited on the Spiffs by sales clerk report. It defaults to whoever rang the sale, but admins with the Edit designated clerk on a sale permission can reassign it from the sale’s detail page — useful when the staffer who actually pushed the product wasn’t the one at the register. The original ringer stays on the sale’s receipt and audit trail; only the report’s clerk attribution shifts.

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Recommended Rundocs

• Products — where the catalog, vendor, and category fields that spiff rules filter on are set.

• Staff — the clerks who ring sales and show up in the Spiffs by sales clerk report.

• Running Reports — how to change date ranges, save, duplicate, and download default reports like Spiffs by sales clerk and Spiffs by vendor.