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.

25 steps

Watch it end to end

The whole walkthrough, no narration — the captions are on the screen.

Step by step

1 · The sales team
Commission starts with who sells and who leads. The leader can earn a share of everything the team sells.
1
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.
2
Open Commissions in the CRM
This page shows what each salesperson has earned so far, the plans, and the monthly statements.
3
Create a new plan
We will pay on money collected — commission counts only when the customer has actually paid.
4
Name, basis, rate and start date
Collected · 3% · from 1 September. Nothing dated before the start earns commission.
5
The team leader's override
1% on top for a leader, on what the team sells — never on the leader's own sales.
6
Put the salespeople on the plan
Sara, Omar and their leader Mostafa. A person can be on one plan at a time.
7
Save the plan
8
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.
9
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.
10
Share it: Sara 60%, Omar 40%
The shares must add up to exactly 100%, or it will not save.
11
Save the shares
12
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.
14
Sara: 1,440
Her 60% of 80,000, at 3%.
15
Omar: 2,160
His 40% of the shared sale plus his own 40,000 sale, at 3%.
16
Mostafa, the leader: 1,200
1% of the 120,000 his team sold. Open the lines to see whose sale each one is.
17
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.
18
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.
20
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.
23
From the cash box, today
It is booked in the accounts at once: Sales commissions against the cash box.
24
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.
25
Each line, the total, and how it was paid