bodyshop/_reference/testPlans/commission-based-cut-manual-test-plan.md

Commission-Based Cut Feature Manual Test Plan

Purpose

Use this guide to manually test the commission-based cut feature from an end-user point of view.

This plan is written for a non-technical tester. Follow the steps exactly as written and mark each scenario as Pass or Fail.

What You Need Before You Start

• A login that can open Manage my Shop, Jobs, and Time Tickets.
• At least 2 active employees in the shop.
• At least 1 converted repair order that already has labor lines on it.
• If possible, use a simple test job where the labor sale rates are easy to calculate.
• A notebook, spreadsheet, or screenshot folder to record what happened.

Recommended Easy-Math Test Data

If you can choose your own test job, use something simple like this:

• Body sale rate: $100.00
• Refinish sale rate: $120.00
• Mechanical sale rate: $80.00
• 1 Body labor line with 10.0 hours
• 1 Refinish labor line with 4.0 hours

This makes the expected payout easy to check:

• 40% of $100.00 = $40.00
• 30% of $120.00 = $36.00

Important Navigation Notes

• Team setup is under Manage my Shop > Employee Teams.
• Team assignment happens on the job line grid in the Team column.
• Automatic payout happens from the job's Labor Allocations card using the Pay All button.
• If your shop uses task presets, the Flag Hours button can preview the payout method before committing tickets.

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Scenario 1: Create a Simple Commission Team

Goal

Confirm a team member can be set to commission and saved successfully.

Steps

1. Sign in.
2. Click Manage my Shop.
3. Click the Employee Teams tab.
4. Click New Team.
5. In Team Name, type Commission Team Test.
6. Make sure Active is turned on.
7. In Max Load, enter 10.
8. Click New Team Member.
9. In Employee, choose an active employee.
10. In Allocation %, enter 100.
11. In Payout Method, choose Commission %.
12. In each commission field that appears, enter a value.
13. For the main labor types you plan to test, use these values:
14. Enter 40 for Body.
15. Enter 30 for Refinish.
16. Enter 25 for Mechanical.
17. Enter 20 for Frame.
18. Enter 15 for Glass.
19. Fill in the remaining commission boxes with any valid number from 0 to 100.
20. Click Save.

Expected Result

• The team saves successfully.
• The team stays visible in the Employee Teams list.
• The team member card shows a Commission tag.
• The Allocation Total shows 100%.

Record

• Pass
• Fail
• Notes:

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Scenario 2: Allocation Total Must Equal 100%

Goal

Confirm the system blocks a team that does not total exactly 100%.

Steps

1. Stay on the same team.
2. Change Allocation % from 100 to 90.
3. Click Save.
4. Change Allocation % from 90 to 110.
5. Click Save.
6. Change Allocation % back to 100.
7. Click Save again.

Expected Result

• When the total is 90%, the system should not save.
• When the total is 110%, the system should not save.
• The page should show that the allocation total is not correct.
• When the total is set back to 100%, the save should succeed.

Record

• Pass
• Fail
• Notes:

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Scenario 3: The Same Employee Cannot Be Added Twice

Goal

Confirm the same employee cannot appear twice on one team.

Steps

1. Open the same team again.
2. Click New Team Member.
3. Choose the same employee already used on the team.
4. Enter any valid allocation amount.
5. Choose Commission %.
6. Fill in all required commission fields.
7. Click Save.

Expected Result

• The system should block the save.
• The team should not save with the same employee listed twice.

Record

• Pass
• Fail
• Notes:

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Scenario 4: Switching Between Hourly and Commission Changes the Input Style

Goal

Confirm the rate section changes correctly when the payout method changes.

Steps

1. Open the same team again.
2. On the team member row, change Payout Method from Commission % to Hourly.
3. Look at the rate fields that appear.
4. Change Payout Method back to Commission %.
5. Look at the rate fields again.

Expected Result

• In Hourly mode, the rate boxes should behave like money/rate fields.
• In Commission % mode, the rate boxes should behave like percentage fields.
• The screen should clearly show you are editing the correct type of value.

Record

• Pass
• Fail
• Notes:

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Scenario 5: Boundary Values for Commission %

Goal

Confirm the feature accepts valid boundary values and blocks invalid ones.

Steps

1. Open the team again.
2. In one commission box, enter 0.
3. In another commission box, enter 100.
4. Click Save.
5. Try to type a value above 100 in one of the commission boxes.
6. Try to type a negative value in one of the commission boxes.

Expected Result

• 0 should be accepted.
• 100 should be accepted.
• Values above 100 should not be allowed or should fail validation.
• Negative values should not be allowed or should fail validation.

Record

• Pass
• Fail
• Notes:

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Scenario 6: Inactive Teams Should Not Be Offered for New Assignment

Goal

Confirm inactive teams do not appear as normal team choices.

Steps

1. Open the team again.
2. Turn Active off.
3. Click Save.
4. Open a converted repair order.
5. Go to the job lines area where the Team column is visible.
6. Click inside the Team field on any labor line.
7. Open the team drop-down list.
8. Look for Commission Team Test.
9. Go back to Manage my Shop > Employee Teams.
10. Turn Active back on.
11. Click Save.
12. Return to the same job line and open the Team drop-down again.

Expected Result

• When the team is inactive, it should not appear as a normal assignment choice.
• After turning it back on, it should appear again.

Record

• Pass
• Fail
• Notes:

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Scenario 7: Assign the Commission Team to a Labor Line

Goal

Confirm the team can be assigned to a job line from the job screen.

Steps

1. Open a converted repair order that has labor lines.
2. Find a labor line in the job line grid.
3. In the Team column, click the blank area or the current team name.
4. From the drop-down list, choose Commission Team Test.
5. Click outside the field so it saves.
6. Repeat for at least 1 Body line and 1 Refinish line if both exist.

Expected Result

• The selected team name should appear in the Team column.
• The assignment should stay in place after the screen refreshes.

Record

• Pass
• Fail
• Notes:

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Scenario 8: Pay All Creates Commission-Based Tickets

Goal

Confirm Pay All creates time tickets using the commission rate, not a flat hourly rate.

Steps

1. Use a converted repair order that has:
2. At least 1 labor line assigned to Commission Team Test.
3. Known labor sale rates on the job.
4. No existing time tickets for the same employee and labor type.
5. Open that repair order.
6. Go to the labor/payroll area where the Labor Allocations card is visible.
7. Write down the following before you click anything:
8. The labor type on the line.
9. The sold labor rate for that labor type.
10. The hours on that line.
11. The commission % you entered for that labor type on the team.
12. Click Pay All.
13. Wait for the success message.
14. Look at the Time Tickets list on the same screen.
15. Find the new ticket created for that employee.

Expected Result

• The system should show All hours paid out successfully.
• A new time ticket should appear.
• The ticket rate should equal:
• sale rate x commission %
• Example: if Body sale rate is $100.00 and commission is 40%, the ticket rate should be $40.00.
• The productive hours should match the assigned labor hours for that employee.

Record

• Pass
• Fail
• Notes:

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Scenario 9: Different Labor Types Use Different Commission Rates

Goal

Confirm the feature uses the correct commission % for each labor type.

Steps

1. Use a job that has at least:
2. One Body labor line.
3. One Refinish labor line.
4. Make sure both lines are assigned to Commission Team Test.
5. Confirm your team is set up like this:
6. Body = 40%
7. Refinish = 30%
8. Open the job's Labor Allocations area.
9. Click Pay All.
10. Review the new time tickets that are created.

Expected Result

• The Body ticket should use the Body commission %.
• The Refinish ticket should use the Refinish commission %.
• Example:
• If Body sale rate is $100.00, Body payout rate should be $40.00.
• If Refinish sale rate is $120.00, Refinish payout rate should be $36.00.

Record

• Pass
• Fail
• Notes:

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Scenario 10: Mixed Team With Commission and Hourly Members

Goal

Confirm one team can contain both commission and hourly members, and each person is paid correctly.

Steps

1. Open Manage my Shop > Employee Teams.
2. Open Commission Team Test.
3. Edit the first team member:
4. Keep Employee 1 as Commission %.
5. Change Allocation % to 60.
6. Make sure Body commission is still 40.
7. Add a second team member.
8. Choose a different active employee.
9. Set Allocation % to 40.
10. Set Payout Method to Hourly.
11. Enter an hourly rate for each required labor type.
12. For Body, use $25.00.
13. Fill in the other required hourly boxes with valid values.
14. Make sure the total allocation shows 100%.
15. Click Save.
16. Assign this team to a Body line with 10.0 hours.
17. Click Pay All.
18. Review the new time tickets.

Expected Result

• Employee 1 should receive 60% of the hours at the commission-derived rate.
• Employee 2 should receive 40% of the hours at the hourly rate you entered.
• Example with a 10-hour Body line and $100.00 sale rate:
• Employee 1 should get 6.0 hours at $40.00.
• Employee 2 should get 4.0 hours at $25.00.

Record

• Pass
• Fail
• Notes:

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Scenario 11: Pay All Only Adds the Remaining Hours

Goal

Confirm Pay All does not duplicate hours that were already paid.

Steps

1. Use a job with one Body line assigned to Commission Team Test.
2. Make sure the line has 10.0 hours.
3. In the Time Tickets card, click Enter New Time Ticket.
4. Create a manual time ticket for the same employee and the same labor type.
5. Enter 4.0 productive hours.
6. Save the manual time ticket.
7. Go back to the Labor Allocations card.
8. Click Pay All.
9. Review the new ticket that is created.

Expected Result

• The system should only create the remaining unpaid hours.
• In this example, it should add 6.0 hours, not 10.0.
• The payout rate should still use the current commission-based rate.

Record

• Pass
• Fail
• Notes:

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Scenario 12: Unassigned Labor Lines Should Block Automatic Payout

Goal

Confirm Pay All does not silently pay lines that do not have a team assigned.

Steps

1. Open a converted repair order with at least 2 labor lines.
2. Assign Commission Team Test to one line.
3. Leave the second labor line with no team assigned.
4. Go to the Labor Allocations card.
5. Click Pay All.

Expected Result

• The system should not quietly pay everything.
• You should see an error telling you that not all hours have been assigned.
• The unassigned line should still need manual attention.

Record

• Pass
• Fail
• Notes:

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Scenario 13: Flag Hours Preview Shows the Correct Payout Method

Goal

If your shop uses task presets, confirm the preview shows Commission for commission-based tickets.

Steps

1. Open a converted repair order.
2. Go to the Time Tickets card.
3. Click Flag Hours.
4. Choose a task preset.
5. Wait for the preview table to load.
6. Review the Payout Method column in the preview.
7. If the preview includes more than one employee, review each row.

Expected Result

• The preview table should load without error.
• Rows for commission-based employees should show Commission.
• Rows for hourly employees should show Hourly.
• If there are unassigned hours, a warning should appear.

Record

• Pass
• Fail
• Notes:

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Quick Regression Checklist

• I can create a commission-based team.
• Allocation must total exactly 100%.
• The same employee cannot be added twice to one team.
• Inactive teams do not appear for normal assignment.
• A team can be assigned to job lines from the Team column.
• Pay All creates commission-based tickets correctly.
• Different labor types use different commission percentages.
• Mixed commission and hourly teams calculate correctly.
• Pay All only creates the remaining unpaid hours.
• Unassigned labor lines stop automatic payout.
• Flag Hours preview shows the correct payout method.

Tester Sign-Off

• Tester name:
• Test date:
• Environment:
• Overall result:
• Follow-up issues found: