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Commission Settings

Settings that control when commission is calculated, held, and reversed.

The Commission Settings card, under Settings in the Velocity app, controls when commission is calculated, when it is finalized, and which account Velocity reads first when assigning it. Settings apply to orders placed after the change, so existing commissions are unaffected until you recalculate them.

Require Territory Override

By default, Velocity reads the postal code from the order's shipping address, falling back to the billing address, and uses the Postal Code Override metafield when one is set.

Enabling this setting makes the metafield the only source. Orders without a postal code override are not assigned by territory at all. See Postal Code Overrides.

Calculation Delay

Delays commission calculation by 30 seconds after the order is created. Enable this if other apps run automations that change the order's contents or price, so Velocity calculates against the final state.

Automatic Ownership

Gives a rep ownership of any customer, company, or location they onboard in the Rep Portal, on the team they belong to. That rep is then commissioned on the account's future orders regardless of its address, which removes the need to assign new accounts by hand.

Because ownerships also control visibility, the rep and the managers above them keep seeing the account in the Rep Portal. See How Commission Is Assigned.

Hold For Order Payment Terms

Holds commission on orders with payment terms until the order is fully paid, which suits stores that invoice and pay reps on collection rather than on order.

Held commission still appears in the Commissions section, with Terms Payment in the Event column and Upcoming... in the Event Date column. It is finalized automatically once the order is paid in full, and dated to that payment. A partial payment does not release the hold.

Use Exclude Upcoming in the Filter menu to leave held commission out of a view or export.

Clawback For Order Refunds

Reverses commission when an order is fully refunded. Velocity adds a matching negative commission with Refund in the Event column, rather than deleting the original, so the history stays intact.

Partial refunds do not trigger a clawback. Commission already held as Upcoming... is not clawed back, since it was never finalized.

Account Priorities

An order can carry a customer, a company, and a location, and any of them can hold an ownership or an override. Account Priorities is a reorderable list that decides which account Velocity reads first.

The default order is customers, then locations, then companies. Velocity takes the first match working down the list and ignores the rest, so with the default order a customer-level ownership beats a company-level one on the same order.

This list governs both ownerships and overrides. Reordering it changes how both are resolved. See How Commission Is Assigned.

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