Commission Management

Enable the Commissions feature in Business Settings to begin tracking and managing sales commissions.

To track commissions for a user, assign them a commission rate:

This rate will apply to all orders associated with that user unless overridden.

Override the default commission rate for specific customers when needed:

The customer-level rate takes precedence over the user's default rate.

Mark orders as payable for commission purposes:

This timestamps the orders, making them available in commission reports for the selected date range.

There are two ways to assign commission credit:

Automatic: If users enter their own orders, they automatically receive commission credit
Manual override: When someone enters an order on behalf of another user, you can either:
- Change the order user to the correct commission recipient, or
- Specify a commission user directly on the order

Generate commission reports with role-based visibility:

Reports include: