Overview
When an order comes into Velocity, four things are used to calculate commission (assuming no override or ownership for that customer and product):
Each line item on the order
The Program or Programs each line item belongs to
The zip code for the order
The commission strategy for each Program
The basic commission calculation flow:
An order is placed
Gather zip code and Program information
Zip code:
If it is a digital order, use the billing address zip code
If it is a physical order, use the shipping address zip code
Programs:
Get the Programs each line item applies to
For each Program, determine the sales rep responsible based on the zip code's territory assignment in the linked Sales Team
This is the lowest level rep
Calculate the commission based on the Program's commission strategy
Determine the total commissionable amount
Calculate the commission for the lowest level rep
If that rep has a manager, calculate their commission
Repeat until commission for all rep levels has been calculated
Commission Strategies
Each Program is assigned a commission strategy used to calculate commission.
Percentage: the commission paid out at each level is a fixed percentage of the commissionable amount.
Customer Group Percentage: the commission paid out at each level depends on which group the customer belongs to.
Base Price Commission: commission is calculated based on the total amount paid for an item relative to a configured base price.
