Install and activate the Generic Sales Commission module to automate commission calculations

Control who can access and manage Sales Commission settings with dedicated user roles. Assign No Access, User, or Manager permissions to ensure secure commission management and controlled visibility across your organization

Quickly access the Sales Commissions menu from the Sales Configuration to create, manage, and monitor commission records from a centralized location

View all Sales Commission configurations in a single list with their commission type and assigned salesperson for quick access and efficient management

Choose the appropriate commission type to define how sales commissions are calculated. The module supports multiple commission methods to match different business scenarios

Set a fixed commission percentage for sales transactions by selecting the Standard commission type. The configured percentage will be applied consistently to eligible sales

Define separate commission percentages for affiliated and non-affiliated partners. This allows you to reward different customer groups with customized commission rates

Mark a contact as Affiliated to identify partner-based customers. This setting is used to calculate commissions according to the Partner-Based commission configuration

Create commission rules based on the discount applied to sales orders. Reward lower discounts with higher commission rates by defining multiple discount rules, while setting a default commission for orders without discounts

The system validates discount-based commission rules to ensure logical commission calculations. A rule cannot be created if its discount percentage exceeds the configured Discount Threshold

The system validates the configured Discount Threshold to ensure it does not exceed the Maximum Discount limit. This prevents invalid discount configurations and maintains accurate commission calculations

Create flexible commission rules based on Products, Categories, Sub-Categories, or Profit Margins. Configure target margins, price thresholds, and commission percentages to calculate commissions according to your business strategy.

Choose the basis for applying commission rules. You can configure commission calculations based on Products, Product Categories, or Product Sub-Categories to match your business requirements.

Choose how commissions should be calculated for the selected Product, Category, or Sub-Category. The module supports Fixed Price, Margin, and Commission Exception methods to meet different business requirements.

Set a target selling price and define the commission percentage to be applied when the product is sold above the specified target price.

Set a target profit margin and define separate commission percentages for sales above and below the target margin. This encourages salespersons to achieve higher profit margins

Set a custom commission percentage for specific products, categories, or sub-categories by using the Commission Exception method. This allows you to override the default commission rules whenever required.

Configure how and when Sales Commission entries are generated by selecting Sales Orders, Invoices, or Payments. You can also define the default Commission Account to record commission expenses accurately.

When the commission generation method is set to Sales Order, the system automatically creates commission entries as soon as the sales order is confirmed. You can review all generated commission details from the Sales Commission tab on the sales order.

When the commission generation method is set to Invoice, the system automatically creates commission entries upon invoice validation. You can view all generated commission details directly from the Sales Commission tab

When the commission generation method is configured as Payment, the system automatically creates commission entries after the invoice payment is successfully registered. The generated commission details can be viewed directly from the Sales Commission tab

Before processing a sales return, review the generated commission details from the Sales Commission tab. This allows you to verify the commission amount and status before initiating the return process.

To start the sales return process, open the completed delivery order and click the Return button. This creates a return transfer for the delivered products.

After the return order is generated, verify the returned products and click Validate to complete the return process. Once validated, the return transfer is successfully processed.

Once the sales return is completed, the system automatically updates the related commission entry and marks it as Cancelled. This ensures that no commission is paid for returned products and keeps commission records accurate.

Navigate to Reporting → Sales Commission Analysis to view commission insights. This report helps you analyze generated commissions, monitor salesperson performance, and evaluate commission trends.

The Sales Commission Analysis report provides a centralized overview of all generated commission entries. Track commission rules, related sales orders, invoices, commission amounts, statuses, and vendor bills to monitor commission performance and processing.

Access the Sales Commission Report from the Reporting menu to view detailed commission records. This report provides a complete overview of commissions, making it easy to track, review, and manage salesperson earnings.

Generate a commission report by selecting a Start Date, End Date, and Salesperson. Click Print Commission Report to export a detailed report containing commission records for the selected period.

Generate a detailed Sales Commission Report for a selected date range and salesperson. The report includes commission details such as Date, Reference, Commission Type, Commission Rule, Product, Customer, and Commission Amount, providing a complete overview of earned commissions.

Use Filters and Group By options to quickly organize commission records by Status, Salesperson, Commission Type, or Month. This helps analyze commission data more efficiently.

Navigate to Configuration → Sales Commission → Commission Lines to view all generated commission entries. This menu provides a centralized view of commission records, making it easy to track and manage salesperson commissions

Select one or more commission lines and click Actions → Create Invoice to generate a vendor bill for the selected commission entries. Only eligible commission lines can be invoiced.

Review the invoice creation options, set the Invoice Date, and enable Group By if you want to combine eligible commission lines into a single vendor bill. Click Create Invoices to generate the vendor bill.

The system prevents already invoiced commission lines from being invoiced again. If an invoiced commission line is selected, an Invalid Operation message is displayed to avoid duplicate vendor bills.

The system does not allow vendor bills to be created for cancelled commission entries. If a cancelled commission is selected, an Invalid Operation message is displayed to prevent invoice creation.