Commission Policy

Section: Sales & Billing
URL: /admin/commission/commission_policy
Page title: Commission Policy

Overview

Commission Policy defines the rules for calculating agent commissions — the type of calculation (percentage, tiered, per-product), the base amount (invoice value or net margin), and the qualifying conditions.

Business value

Ensures commissions are calculated consistently and transparently across all agents. Policies are reusable — one policy can be assigned to multiple agents.

• Who uses it: Sales managers, finance, RevOps
• Key benefit: One place to define commission logic instead of configuring per-agent

Typical use cases:

• Standard 5% commission on all paid invoices
• Tiered policy: 5% up to 10k RON, 8% above
• Margin-based policy: 10% of (sale price − purchase price)

Accessing this module

/admin/commission/commission_policy

Common actions

1. Create policy — define name, type (percentage / tiered / per-product), base (invoice / margin), and rate.
2. Assign to agent — link a policy to one or more sales agents via /admin/commission/applicable_staff.
3. Edit policy — update rates; changes apply to future commissions only.
4. Delete policy — only possible when no active agents are assigned.

References

Sales Commission · Commission Payouts · Sales Agents

Source: crm-connect-main/app/modules/commission