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
- Create policy — define name, type (percentage / tiered / per-product), base (invoice / margin), and rate.
- Assign to agent — link a policy to one or more sales agents via
/admin/commission/applicable_staff. - Edit policy — update rates; changes apply to future commissions only.
- Delete policy — only possible when no active agents are assigned.
Assign one policy to multiple agents — when you update the rate, all agents on that policy benefit from the change for future commissions without touching each agent's individual configuration.
Editing a policy rate applies to future commissions only — existing commission records already calculated are not retroactively updated. Create a new policy version if you need to apply a different rate from a specific date forward.
References
Sales Commission · Commission Payouts · Sales Agents
Source: crm-connect-main/app/modules/commission