Sales commissions
Configure commission rules per agent, review the status of each generated commission, and settle payments to the sales team from Mosce ERP.
Mosce ERP's Sales commissions module automatically calculates each agent's commission when an order is invoiced or collected, records the full history of entries per order, and lets you settle the accumulated amounts in a single payment process. The goal is that you never have to calculate commissions manually in a spreadsheet.
Reading time: ~10 min
Plan note: the Commissions module is available on paid plans (Starter, Professional, and Enterprise). If you see it disabled in the sidebar, check your plan in Billing and subscription.
When to use this
- You want Mosce ERP to automatically calculate the agent's commission every time an order is collected.
- You need different commission rules per agent, per client, or per product type.
- You want to see a summary of how much you owe each agent before paying.
- You are going to record the commission payment and keep the settlement history.
Before you start
- The sales agents must be registered in Mosce ERP. See Sales agents.
- Your role includes
commissions:read(view commissions) andcommissions:write(create rules, pay). - The orders already have an agent assigned - the Sales agent field on the order or invoice is what Mosce ERP uses to know whom to credit the commission to.
How the calculation works
The flow of a commission in Mosce ERP has three moments:
- Generation - when an order with an assigned agent is invoiced, Mosce ERP generates a commission entry with the amount calculated according to the rule that applies to the agent and the sale context. The entry stays in Pending status.
- Settlement - when the order is collected in full, the entry moves to Payable status (the agent earned the commission). If the order is fully returned, the entry is reversed.
- Payment - when the administrator executes a commission payment, Mosce ERP groups all of the agent's Payable entries into a single payment record and marks them as Paid.
Commissions in Pending status (order invoiced but not collected) are not included in a settlement - only commissions from sales that were actually collected are paid.
Configure commission rules
A commission rule defines what percentage (or fixed amount) an agent earns according to specific criteria. Mosce ERP resolves the applicable rule following an order of specificity: the more specific the rule, the higher priority it has.
Create a rule
- Open Commissions → Rules from the sidebar.
- Press New rule.
- Fill in the fields:
- Agent - whom the rule applies to (required).
- Commission type - Percentage (% of the sale amount) or Fixed amount (fixed amount per order).
- Rate or amount - the numeric value of the commission.
- Client (optional) - if specified, the rule applies only to sales for that client.
- Product (optional) - if specified, the rule applies only to lines that contain that product.
- Priority - integer; if two rules have the same level of specificity, the one with higher priority wins.
- Press Save.
Resolution order
When a commission is generated, Mosce ERP evaluates the agent's rules in this order of specificity:
| Priority | Rule criteria |
|---|---|
| Most specific | Agent + Client + Product |
| Agent + Client | |
| Agent + Product | |
| Most general | Agent only (base rule) |
If two rules have the same level of specificity, the one with higher numeric Priority wins. If no rule applies to the agent, no commission is generated.
Edit or deactivate a rule
From the rules table, open the row's actions menu:
- Edit - modify the rate, type, or priority. The change applies to commissions generated from then on; already generated entries are not recalculated.
- Deactivate - the rule stops applying to new orders but remains in the history.
Commission status
From Commissions → Entries you can see all generated commissions with their statuses:
| Status | Meaning |
|---|---|
| Pending | The order was invoiced but is not collected. The commission exists but is not yet eligible for payment. |
| Payable | The order was collected in full. The agent earned the commission; it is ready to settle. |
| Paid | The commission was included in a commission payment and is settled. |
| Reversed | The order was fully returned. The commission is zero for that entry. |
You can filter by agent, status, generation date, and collection date.
View the per-agent summary (statement)
From Commissions → Statement, select an agent to see their consolidated summary:
- Total pending - sum of commissions from invoiced but uncollected orders.
- Total payable - sum of commissions ready to settle.
- Total paid - history of payments made to the agent.
The statement is read-only. It requires no special permissions beyond commissions:read.
Settle commissions (pay an agent)
- Open Commissions → Payments.
- Press New payment.
- Select the Agent to settle.
- Mosce ERP shows all the Payable entries for that agent, with the total to pay.
- Confirm the payment.
The payment creates a settlement record with:
- Total amount paid.
- Payment date.
- List of included entries (each one moves to Paid status).
Once the payment is recorded in Mosce ERP, this is an internal accounting record. The physical payment to the agent (transfer, check, etc.) is handled outside Mosce ERP.
View the payment history
From Commissions → Payments the list of all completed settlements appears. Open a payment to see the detail of the entries it included.
Expected result
- Each invoiced order with an agent automatically generates a commission entry.
- When the order is collected, the commission moves to Payable with no manual action.
- The per-agent statement always reflects what is pending and payable in real time.
- Each settlement is recorded with its detail of entries.
Common errors
| Symptom | Cause | Solution |
|---|---|---|
| The order did not generate a commission | There is no agent assigned to the order, or there is no rule that applies to the agent | Verify that the order has an agent and that a rule exists for that agent |
| The commission stays Pending after collection | The order is not fully collected (partial payment) | Commissions become Payable only when the order's full payment is recorded |
| I cannot create a commission payment | The commissions:write permission is missing | Ask the administrator to update your role |
| The agent does not appear in the rules list | The agent was created but has no active role in the account, or was deleted | Check the agent's status in Sales agents |
| The module appears locked with a padlock | Free plan active | Upgrade your plan in Billing and subscription |
| A return did not reverse the already-paid commission | Returns only reverse commissions in Pending or Payable status; Paid entries are not reversed automatically | Correcting an already-paid commission must be handled as a manual adjustment or by agreement with the agent |
Frequently asked questions
Does Mosce ERP settle commissions automatically on a fixed date?
No. Settlement is always manual - you decide when to run an agent's payment. Mosce ERP has no scheduled automatic payment.
Can I have more than one active rule for the same agent?
Yes. You can have a base rule (agent only) and more specific rules (agent + client, agent + product). Mosce ERP applies the most specific one for each order and line.
What happens if I change a rule's rate? Does it affect already generated commissions?
No. The change applies only to new orders invoiced after the change. Already generated entries keep the rate they had when they were generated.
Can I calculate commissions on the discount or only on the total?
The calculation base is the order's total amount (sum of lines + applicable taxes, without deducting withholdings). If you need a different base, use a fixed-amount rule instead of a percentage.
Do commissions integrate with Mosce ERP's accounting?
Not yet - commission settlements do not generate journal entries automatically. The record is available for your accountant, but the entry must be created manually from Journal entries if you have the Accounting module active.
Can I import commissions from previous periods?
There is no bulk import of historical commissions. If you need to record previous payments, use a manual adjustment entry in the Accounting module.
Related
- Sales agents - register the sales team and their basic data.
- Orders - the flow for creating an order with an assigned agent.
- Task management - if the sales team uses Mosce ERP to coordinate activities.
- Usage limits - details of the limits per plan.