تعديل قاعدة العمولة
Editing a Commission Rule
You can edit an existing commission rule to update its configuration when business needs change. Changes apply to future calculations only and do not affect previously calculated commissions.
Steps to Edit a Commission Rule
- Click on the “Targeted Sales & Commissions” menu.
- Click on “Commission Rules.”
- From the actions menu (⋮) next to the desired rule click “Edit”, or open the rule view screen and click “Edit.”
- The edit screen appears with the same structure as the add screen, pre-filled with all saved data. You can edit:
- Commission Information: Name, status, time period, currency, commission calculation basis, and notes.
- Target Information: Target type and value.
- Rule Type: Switch between “Tiered Commission” and “Fixed Commission.”
- Configuration Details: Items the rule applies to, contribution percentages or commission values, commission tiers, and calculation type.
- Assign To: Add or remove assigned entities (employees, roles, departments, branches). Saved entities appear as removable tags.
- Click “Save” to apply the changes.
How the System Works
- When the screen opens, all saved values are loaded and the saved rule type is the active one.
- When switching between rule types, the system retains each type’s data independently without a confirmation message and without data loss. Upon saving, only the currently selected type is finalized.
- Changes apply to future calculations only — previously calculated commissions are not affected and are not recalculated.
Validation Rules
- The rule must be assigned to at least one entity, otherwise the message appears: “Please assign the commission rule to at least one employee, role, department, or branch.”
- The target value must be greater than zero, otherwise the message appears: “Target value must be greater than zero.”
- An entity that already has another active commission rule cannot be assigned — a conflict message appears based on the entity type (employee / department / role / branch).