Commission Management

Commission Management defines sales payout plans, staff/location assignments, adjustments, commission runs, approvals, and payout closing for staff incentives.

What this page is for

Commission Management defines sales payout plans, staff/location assignments, adjustments, commission runs, approvals, and payout closing for staff incentives.

Who should use it

Owner, sales manager, finance

Where to find it

/admin/commission-management

Before you start

Commission plan fields are Code, Name, Basis, Payout frequency, Rate %, Status, Effective from, Effective to, Description, and Rules JSON.
Commission assignment fields are Plan, Staff, Location, Effective from, Effective to, and Active.
Commission run fields are Plan, Period start, and Period end, with Add adjustment, Create run, Approve, and Close payout actions.
Commission adjustment fields are Run, Staff, Direction, Amount, and Reason.
Basis decides whether commission is calculated on Payment received or Invoice finalized.
Payout frequency should match the owner payroll process: Monthly, Weekly, or Quarterly.
Rules JSON should capture only the approved payout logic. Keep it valid JSON and avoid hidden side deals outside the system.
Approve should happen only after manager review. Close payout should happen only when finance is ready to mark payout closed.

Daily workflow

Create commission plan, create staff/location assignments, run commission for the period, review earnings, add adjustments if needed, approve, then close payout.
Use Credit adjustment to add payout and Debit adjustment to reduce payout. Always write a clear reason.
Keep old plans Paused or Archived when policy changes instead of overwriting historical payout rules.

Watch out

Do not approve a run before checking refunds, voids, discounts, and payment timing because payout disputes are difficult after close.

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