Sales commissions

From the sales team to the money: the plan, a sale shared between two reps, the month's statements, the manager's approval, and paying on the payslip or straight from the cash box.

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1 · The sales team
Commission starts with who sells and who leads. The leader can earn a share of everything the team sells.
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The team: one leader, two reps
Mostafa leads Sara and Omar. If a team reports to a bigger team, its manager earns on everything beneath — set it in “Reports to”.
2 · The commission plan
A plan says what commission is paid on, at what rate, from which date, and for whom.
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Open Commissions in the CRM
This page shows what each salesperson has earned so far, the plans, and the monthly statements.
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Create a new plan
We will pay on money collected — commission counts only when the customer has actually paid.
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Name, basis, rate and start date
Collected · 3% · from 1 September. Nothing dated before the start earns commission.
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The team leader's override
1% on top for a leader, on what the team sells — never on the leader's own sales.
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Put the salespeople on the plan
Sara, Omar and their leader Mostafa. A person can be on one plan at a time.
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Save the plan
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The plan, in one line
Collected · monthly · 3% · 1% team override, and who is on it.
3 · A sale shared between two reps
When two people close a sale together, each is paid on their own share — never the whole sale twice.
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Every invoice says who sold it
It is filled in by itself from the deal or the customer's account manager. Only a manager can change it.
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Share it: Sara 60%, Omar 40%
The shares must add up to exactly 100%, or it will not save.
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Save the shares
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The invoice now shows both names
The split also travels to any credit note on this invoice, so a refund is taken back from each in the same shares.
4 · The month's statements
At the end of the month the system prepares one statement per salesperson, line by line.
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Choose the month and prepare
September. Anything already paid in an earlier statement is never paid again.
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Sara: 1,440
Her 60% of 80,000, at 3%.
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Omar: 2,160
His 40% of the shared sale plus his own 40,000 sale, at 3%.
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Mostafa, the leader: 1,200
1% of the 120,000 his team sold. Open the lines to see whose sale each one is.
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Each line names the sale and the share
5 · Approve and pay
A manager approves once the month is over — never their own statement. Then it is paid one of two ways.
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Approve Sara's statement
Once approved, its invoices are locked: nobody can move the sale to someone else.
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Way 1 · Add it to the payroll
HR chooses the payroll month and it lands on her payslip as an earning.
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On the payslip
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Approve Mostafa's statement
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Way 2 · Pay it directly
For an agent who is not an employee, or a commission paid on its own. Finance chooses the cash box or the bank.
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From the cash box, today
It is booked in the accounts at once: Sales commissions against the cash box.
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Paid, from the cash box
A paid statement cannot go back to draft or onto a payslip as well.
6 · The printed statement
Every statement prints, in Arabic or English, to hand to the salesperson.
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Each line, the total, and how it was paid