Commission Engine
Automated commission calculation for your sales team
Two Commission Models
StockPulse supports two distinct commission models. You can use either — or both — depending on how your business works.
The salesperson earns a percentage of the net sale or collected amount. You define the rate (e.g. 5%) and the system calculates automatically.
Best for: salaried reps earning a bonus on top of fixed pay.
The broker knows your listed (floor) price and can sell at any price above it. The customer pays the shop; the shop keeps the listed price — the entire markup above that goes to the broker.
Best for: independent brokers, agents, and middlemen who add margin on top.
Salespeople & Brokers
StockPulse tracks two types of salespeople:
Your employees who use the system. Created automatically when you designate a User as a salesperson. They appear in the “Sold by” dropdown. May or may not be on commission.
Independent agents who bring deals but don't have a system login. Created via the “+ Add Broker” button on Quick Sale or managed in commission rules. They do not count toward your user limit.
On every sale, two fields track attribution: Sold by (who rang up the sale — internal staff) and Referred by (who brought the deal — optional, typically a broker). Commission rules are linked to Salesperson records, and reports show revenue by salesperson regardless of commission structure.
Percentage Commission Rules
Go to Commissions → Rules and select Percentage as the commission type.
| Field | Description |
|---|---|
| Salesperson | The salesperson this rule applies to. Leave blank to apply to all salespeople |
| Product | The product this rule applies to. Leave blank to apply to all products |
| Category | The product category this rule applies to. Leave blank for all categories |
| Rate (%) | Commission percentage, e.g. 5.00 for 5% |
| Basis | net_sales (based on invoiced amount) or collected (based on payments received) |
| Payment Frequency | How often to cut commission statements: monthly, bi-weekly, weekly, or per sale |
| Exclude VAT | If checked, commission is calculated on the ex-VAT amount |
| Exclude Returns | If checked, credit notes and returns are deducted from the commission base |
| Effective From/To | Date range during which this rule applies |
Broker Spread Commission
The broker spread model is for businesses where agents source customers and negotiate a selling price above your listed price. The customer pays the full negotiated amount directly to your shop. Your shop keeps the listed (floor) price; the entire markup belongs to the broker.
How the calculation works
Floor price = product's listed price (from your default price list)
Sold price = what the broker agreed with the customer
Broker earns = (sold price − floor price) × quantity
VAT exclusion and returns exclusion apply the same way as percentage commissions. Prices used in the calculation are always ex-VAT.
Setting up a broker spread rule:
- Go to Commissions → Rules → New Rule
- Select Broker Spread as the commission type (no rate needed)
- Assign the rule to a specific salesperson, or leave blank for all
- Set the payment frequency and effective dates
- Save — the broker is now active
On the invoice
When you select a broker as the salesperson on a new invoice, Broker Spread Mode activates automatically. Each line item shows the floor price as a reference. As you enter the selling price, the system instantly shows the broker's earnings for that line. The Summary card shows the total broker earnings for the whole invoice.
The floor price is snapshotted at finalization — so even if you later update the price list, historical statements remain accurate.
| Field | Description |
|---|---|
| Salesperson | The broker this rule applies to. Leave blank to apply to all salespeople |
| Product / Category | Optionally restrict to specific products or categories |
| Payment Frequency | How often to settle the broker's account: monthly, bi-weekly, weekly, or per sale |
| Exclude VAT | Spread is calculated on ex-VAT prices (already the case since prices are stored pre-tax) |
| Exclude Returns | If checked, credit notes are deducted before calculating total broker earnings |
| Effective From/To | Date range during which this broker arrangement applies |
Generating a Commission Statement
Go to Commissions → Statements. The same workflow applies for both commission types.
- Select the period (month or custom date range)
- Select the salesperson
- Click Generate — the system pulls all invoices for the period and applies matching rules
- Review: percentage statements show sale amount + rate + commission; spread statements show sold value, floor value, and spread earned per invoice
- Click Approve once reviewed — figures are locked
- Mark as Paid when the amount has been disbursed
Statement Statuses
Generated but not yet reviewed — can still be regenerated
Reviewed and approved — figures are locked
Fully locked — no retroactive changes permitted
Commission has been paid out to the salesperson or broker
Salesperson Setup
For commission tracking to work, each invoice must have a salesperson assigned. The salesperson selector is visible on every new invoice form. You can:
- Select a salesperson manually when creating an invoice
- Sales Representatives auto-populate their own name when creating invoices
- Admins and Finance Managers can assign or override the salesperson on any invoice
Salespeople with a broker spread rule are labelled Broker in the salesperson dropdown — so it is clear which commission model will apply.