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The commission system tracks per-sale commissions for call center agents. Commissions are calculated automatically when an agent places an order through Order Entry. Go to Call CenterCommissions in the sidebar.

How It Works

1

Agent places an order

Through the Order Entry page during a phone call.
2

Commission is calculated

Based on the matching commission rule for that center, disposition, or product (flat amount or percentage of sale).
3

Pending review

The commission enters the approval queue with a Pending status.
4

Admin approves

An admin reviews and approves the commission for payout.
5

Marked as paid

After payout, the admin marks the commission as Paid.

Commission Report

The report shows a filterable table of all commissions.

Filters

  • Date range — Filter by start and end date using the date-from and date-to pickers
  • Agent — View a specific agent’s commissions
  • Status — Show only pending, approved, or paid
The date range filter defaults to the current month. Use it to pull reports for any custom period — weekly, bi-weekly, or monthly payroll cycles.

Commission Details

Each entry shows:
FieldDescription
AgentWho made the sale
OrderLink to the original transaction
TypeBase (initial sale) or Upsell (add-on product)
RateThe commission rate (flat $ or %)
AmountCalculated dollar amount
Order TotalThe total order value
StatusPending, Approved, or Paid

Approval Workflow

Commissions follow a three-step status flow:
  1. Pending — Created after a successful sale, awaiting review
  2. Approved — Admin has verified the commission and approved it for payout
  3. Paid — Commission has been paid to the agent

Bulk Actions

  • Approve — Select multiple pending commissions and approve them at once
  • Mark Paid — Select approved commissions and mark them as paid in batch

Exporting

Click Export to download commission data as a CSV file for payroll processing. The export respects your current filters, so you can export by date range, agent, or status. Common payroll workflow:
  1. Open Call CenterCommissions
  2. Set the Date range for the payroll period
  3. Filter by agent or status if needed
  4. Approve or mark paid in bulk
  5. Export the final CSV