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Commission Overrides

Set a commission exception on a specific customer, company, or location.

A commission override is an exception attached to one account. When that account is on an order, the override replaces the normal commission calculation for the Commission Program it belongs to, paying the reps and rates you name instead.

Overrides are set on a customer, a company, or a location, from that account's page in the Velocity app.

What an override replaces

An override is the highest-priority assignment mechanism. For the Program it is attached to, it ignores:

  • the team's territory map and the order's postal code

  • any ownership on the account

  • the Program's level rates and any negotiated rates

  • the team's hierarchy, as defined on the Team Structure card

That last point is the one that surprises people. Territory and ownership assignments pay up the hierarchy, commissioning the matched rep and every rep above them. An override does not. It pays exactly the reps listed on it, so managers above those reps receive nothing unless you name them on the override too.

Scope

An override covers one account in one Program. An account can have one override per Program, so two Programs on the same team can treat the same account differently, and other Programs on the order calculate normally.

This is narrower than an ownership, which covers one account across a whole team and therefore every Program that team runs.

If an order carries more than one account with an override, such as a customer and its parent company, Account Priorities under Settings > Commission Settings decides which one applies. See How Commission Is Assigned.

Fixed Percentage

Fixed Percentage overrides name the reps to commission and the rate each one receives. Because the rates are set on the override itself, the account's commission no longer changes when you adjust the Program's rules.

Example

You have a national account that sits outside your usual commission structure. Orders from it should pay only your national rep, at 5%.

On that company, add a Fixed Percentage override naming the national rep at 5%. From then on, every order associated with the company commissions that rep at that rate, whatever the order's shipping address and whatever the Program's own rules say.

Override or ownership?

Both reassign an account away from what the territory map would do, so it is worth being clear about which you want.

Use an ownership when a rep should simply be credited for an account. The account is handed to that rep and the Program then calculates as usual, paying up their branch of the hierarchy at each level's normal rate. Managers are still paid, future rate changes reach everyone, and the assignment covers every Program on that team. It also gives the rep and their managers visibility of the account in the Rep Portal.

Use an override when the payout itself is the exception: a negotiated arrangement, or an account that should pay specific people at specific rates regardless of the structure. You get exact control over one Program, at the cost of paying up the hierarchy and of the override going stale when your Program rates change. An override does not change what anyone can see.

See How Commission Is Assigned for how ownerships work and where they are managed.

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