Sales Periods — Automatic Calculation of Achievement and Commission

A sales period is the time frame in which the sales of employees assigned to a commission rule are accumulated and through which target achievement percentage and commission are calculated. The system creates and updates it automatically without manual intervention.

In tiered commission rules, commission is calculated at the sales period level rather than on each individual invoice, and the system automatically updates the period’s achievement and commission with every transaction on its associated invoices.

Calculating Contribution Toward the Target

When any invoice is created, the system calculates its contribution toward the period target in two steps:

Step 1 — Net Amount: The net invoice amount is calculated by excluding discounts and VAT:

Net Amount = Invoice Total − Discounts − VAT

Step 2 — Applying the Contribution Percentage: The net amount is multiplied by the contribution percentage defined in the commission rule, and only the resulting value (the approved amount) is added to the period’s target achievement:

Approved Amount = Net Amount × Contribution Percentage

Example 1 — Tax Exclusive (added on top of the invoice)

Invoice with line items totaling 1,000 and a discount of 100, with 15% VAT added on the amount after discount:

• Amount after discount = 1,000 − 100 = 900
• VAT added = 900 × 15% = 135 (final invoice total = 1,035)
• Net amount is the amount after discount and before tax = 900
• At 50% contribution: Approved Amount = 900 × 50% = 450

Example 2 — Tax Inclusive (included in the price)

Invoice with a total of 1,000 inclusive of 15% VAT, and a discount of 100:

• Extracting the included tax from the amount after discount: 900 − (900 ÷ 1.15) = 117.39
• Net amount = 900 − 117.39 = 782.61
• At 50% contribution: Approved Amount = 782.61 × 50% = 391.30

In both cases the principle is the same: what counts toward the target is the net sales value after discounts and excluding tax, whether the tax is added on top of the price or included within it.

Continuous Updates

With every creation, edit, or deletion of an invoice linked to the period, the system automatically recalculates: total approved achievement, target achievement percentage, and total commission according to the defined tiers. Updates are reflected on the Sales Period details screen and in the periods list after approval.

Refunds and Credit Notes

When a refund or credit note is created, the system calculates the net refunded amount using the same mechanism, applies the contribution percentage to it, then deducts the approved amount from the period’s achievement — causing the achievement percentage and commission to decrease accordingly.

Example: a period with approved achievement of 5,000 (50% achievement, commission 500). When a refund with an approved amount of 1,000 is applied, the achievement becomes 4,000, the percentage becomes 40%, and the commission becomes 400.

Approved Periods

Once a sales period is approved, the system permanently stops recalculating achievement and commission. Subsequent refunds and credit notes have no effect on approved periods.

Notes

• In tiered commission rules, commission is calculated at the period level only — therefore commission always appears as a dash “–” in individual sales commission records.
• In fixed commission rules, commission appears at its actual value at the individual commission record level as normal.