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Articles on: Sprwt Supprt

How do I track a sales agent's commission on a proposal?


When commission tracking is enabled for your account, a Commission card appears on the proposal with % Amount, Fixed Amount and Sales Agent. Choose the agent (an employee user); their default rates are pre-filled from the employee record or from Proposals: Default Employee Commission Percentage / Default Employee Commission Fixed Amount (Order: Catering tab). The card header shows the calculated commission: fixed amount + percentage × proposal total. Reporting is under Catering > Salesman > Commission Report (/admin/events/salesman, permission Proposals Commission Report, only visible when commission tracking is enabled). In the current version the % and fixed fields are read-only unless your account has the edit_proposals_commission permission — that permission has no entry in role settings at all, so only the main administrator account can ever hold it and change these fields after the proposal is created.

Where to find it: /admin/events/proposals/{id}