Deleting a Commission Rule
You can delete a commission rule from the account when it is no longer needed, provided no sales commissions have been calculated through it.
Steps to Delete a Commission Rule
- Click on the “Targeted Sales & Commissions” menu.
- Click on “Commission Rules.”
- From the actions menu (⋮) next to the desired rule click “Delete”, or open the rule view screen and click “Delete” from the actions bar at the top of the screen.
- A confirmation message appears: “Are you sure you want to delete this commission rule?” Click “Yes” to complete the deletion or “No” to cancel.
How the System Works
- After the rule is deleted, the entities that were assigned to it (employees, roles, departments, branches) become available for assignment to other commission rules.
- The rule deletion is recorded in the activity log.
Validation Rules
A commission rule cannot be deleted if sales commissions have already been calculated through it. The following message appears: “You cannot delete this commission rule as sales commissions are being calculated through it,” along with a direct link to the commission record associated with the rule.