How to set up and review a sales commission policy

A Firm Admin records an approved commission agreement so finance can review eligible sales for a sales agent. A policy does not approve a payout or settle a dispute.

Before you start

Your company needs Sales Commissions. Confirm that the sales agent exists and is assigned to relevant customers or transactions. Open Setup > Sales Agent > Commission Policies and select Add Sales Commission Policy. To change a rate going forward, add a new policy with a later Start Date; editing an old rate changes past calculated rates too.

Define and review the policy

1. Choose the Sales Agent, Start Date, and approved Comission Rate % (the on-screen spelling).
2. Choose a Product or Product Category if the agreement is limited to one. Otherwise leave the policy general.
3. Select Create Policy or Update Policy. Check the list for the correct agent, rate, date, and scope.
4. Check a representative posted invoice and agent report under Reports > Sales Management. Compare the intended agent and product with the policy and your company's calculation. Tell payroll or finance about returns, credits, or exceptional terms that need review.

Policy rules:

• Percentages only: The form does not accept a flat commission amount.
• No customer scope: A policy cannot be restricted to one customer.
• Start Date: Earlier transactions earn no commission under that policy.

How policies are chosen

A product policy takes precedence over a category policy, then a general policy. The latest applicable Start Date wins.

If a commission looks wrong

Check the assigned agent, product or category, date, and competing policies. The duplicate warning reads A policy for those parameters exists. Finance reviews payment timing, reversals, taxes, and payroll separately.

Related settings

Linking an agent to a Versa user limits assigned-customer visibility only if Restrict Sales Agent Access To Only Allow Assigned Customers is enabled.