Overview
Once your reps, teams, territories, and Commission Programs are set up, Velocity calculates commission on orders automatically. This article covers what gets commissioned, when the calculation runs, and what to check when it does not produce the result you expect.
When the calculation runs
Velocity calculates commission when an order is created in Shopify. If Calculation Delay is enabled under Settings > Commission Settings, the calculation waits 30 seconds, which gives other apps time to finish any automations that change the order.
You can recalculate an order at any time from the Commissions section. Recalculating replaces every commission on that order, including any you added manually.
What is commissionable
Commission is calculated from line items, not from the order total. For each line item that belongs to a Commission Program, Velocity takes the line's price multiplied by its quantity, then subtracts any discounts allocated to that line.
Shipping and tax are excluded. A line item is skipped if its discounted total is zero, or if the quantity was removed from the order in a later edit.
A product can belong to a Program either directly or through one of its collections. If a product is linked both ways across two Programs, it earns commission under each of them.
Who gets paid
Velocity resolves the rep separately for each Program on the order, checking overrides first, then ownerships, then the territory map. Commission then pays up the team structure, so every rep above the matched rep is commissioned at their own level's rate.
For the full precedence rules and how rates are selected, see How Commission Is Assigned.
Territory assignment uses the order's shipping address, falling back to the billing address when there is no shipping address. A postal code override on the order replaces both.
Example
Jennifer sells medical supplies and pays commission on consumables. Two products, Eyelid Filler and Skincare Lotion, are linked to a Program through her Consumables collection. The Program pays 5% at the Sales Associate level and 2.5% at the Sales Director level.
An order arrives from a customer whose postal code belongs to James Carter, a Sales Associate. Emily Richardson is the Sales Director above him, so she is commissioned on the same order at her own rate.
Product | Price | Qty | Total | Commission (SD) | Commission (SA) |
Eyelid Filler | $50 | 50 | $2,500 | $62.50 | $125.00 |
Skincare Lotion | $75 | 10 | $750 | $18.75 | $37.50 |
Total |
|
| $3,250 | $81.25 | $162.50 |
Each commission appears as its own row in the Commissions section, and on the order in Shopify.
Refunds and payment terms
Two settings change when and whether commission is finalized.
Hold For Order Payment Terms holds commission on an order with payment terms until the order is fully paid. Until then the commission shows as Upcoming... in the Event Date column. A partial payment does not release the hold.
Clawback For Order Refunds reverses commission when an order is fully refunded, by adding a matching negative commission. Partial refunds do not trigger a clawback. See Commission Settings.
No commission on an order?
Work through these in order:
Do any products on the order belong to a Commission Program, directly or through a collection?
Does that Program have commission rules configured for the rep's level?
Does the order have a shipping or billing address with a postal code?
Is that postal code assigned to a rep on the team's territory map?
Has the team been published since the territories were last changed?
Is Calculation Delay enabled? If so, allow 30 seconds after the order is created.
Is Hold For Order Payment Terms enabled and the order unpaid? The commission exists but shows as Upcoming... until the order is fully paid.
Was the order cancelled, or placed against a rep's own linked customer record? Neither is commissioned.
Is Require Territory Override enabled? If so, only orders carrying a postal code override are commissioned.
If the order still has no commission, contact MedShift support at [email protected].