Commission Scheme Applet

Purpose and Overview

The Commission Scheme Applet gives sales administrators and finance teams a single place to define how salespeople, agents, and affiliates earn commissions. Instead of maintaining manual spreadsheets or chasing finance to calculate payouts, you build the rules once in this applet and the system applies them automatically across all qualifying transactions.

Core Concept: A Commission Scheme is a set of Rules (who qualifies, for what documents, on which items) plus a Treatment (how much commission is earned and how it is calculated). Attach a Sales Group to organize your salespeople, and use a Pricing Model to define tiered payout ranges.

Who Benefits from This Applet?

Sales Administrators:

Define commission rules for individual agents, teams, or MLM downlines
Control which document types (invoices, receipts, sales orders) trigger commissions
Restrict schemes to specific branches, companies, customers, or items

Finance Teams:

Replace manual commission spreadsheets with automated rule-based calculations
Configure tiered pricing models with range-based multipliers
Audit exactly which rules fired for any commission payout

Sales Managers:

Organize salespeople into Sales Groups for reporting and scheme assignment
Link multiple salesmen to a group and manage group-level commission logic
Track commission entitlements by scheme and sales group

MLM / Multi-Level Businesses:

Configure multi-level downline treatments (Level 0 = self, Level 1 = parent, etc.)
Set commission rates and membership point awards per level
Support complex agent network structures

What Problems Does This Solve?

Before this applet, commission calculation typically involved:

Manual spreadsheets updated after every sales period
Errors from applying wrong rates to wrong agents or items
No audit trail linking a commission payment to a specific rule
Separate configurations for each sales channel or product category

With this applet, you get:

Rule-based automation — define conditions once; commissions calculate on every qualifying transaction
Flexible targeting — restrict schemes by branch, company, customer type, item, category, or sales group
Multi-level support — configure commission chains for downline agent networks
Pricing Model tiers — set range-based commission rates (e.g. 5% for sales 0–10k, 8% for sales 10k–50k)
Membership points — award loyalty points alongside or instead of cash commissions

Key Features Overview

Commission Scheme

Define rule sets and commission treatments for agents

Rules Engine

Target schemes by branch, item, customer, document type, and more

Treatment

Set commission calculation method, operator, and value per downline level

Sales Group

Organise salespeople into named groups with linked members

Pricing Model

Define tiered range-to-commission multiplier tables

Settings

Configure field settings and default selections

Commission Scheme Applet infographic explaining rules, treatment levels, and tiered pricing model payouts — Commission Scheme Applet overview: define who qualifies with rules and calculate final payouts with treatments and tiered pricing models.

Quick Start Guide

Sales Admin: Create Your First Commission Scheme

Goal: Set up a working commission scheme for a sales agent in 5 steps.

Navigate: Click Commission Scheme in the sidebar
Create: Click "+" → Enter a Code and Name → Select Commission Type (SALES_AGENT or MLM) → Click CREATE
Add Rules (on the Edit screen):
- Click the Rules - Doc Hdr tab → Click Add Rule → choose a rule type (e.g. Branch, Company, Document Type) → configure and save
- Repeat for Rules - Multi Line (item-level conditions) or Rules - Single Line if needed
Set Treatment (on the Treatment tab):
- For Level 0 (Self): choose Price Source (e.g. Doc Line Net Amount), Operator (e.g. MULTIPLY), and Value (e.g. 0.05 for 5%)
- For MLM schemes: click Add Downline to add Level 1 (Parent) with its own rates
Save: Click SAVE — the scheme is now active and will apply to all qualifying transactions

Pro Tip: Set the scheme Status to ACTIVE to enable it. Set it to INACTIVE to pause without deleting it.

Create Commission Scheme form with code, name, status, description, and commission type fields — Create Commission Scheme: set the scheme identity and type before adding rules and treatment logic.

Sales Manager: Set Up a Sales Group

Goal: Organise your salespeople so they can be assigned to commission schemes.

Click Sales Group in the sidebar
Click "+" → Enter Sales Group Code and Sales Group Name → Click CREATE
Open the group you just created → click the Salesman tab
Click "+" → search for and select a salesman (employee) → CREATE
Repeat to add all members of this group

Use this group in Commission Scheme rules (via the Sales Group Rule) to limit a scheme to this group’s members only.

Create Sales Group form with code, name, description, and status fields — Create Sales Group: define a named team to target commission rules by sales personnel grouping.

Finance Admin: Create a Tiered Pricing Model

Goal: Define a tiered commission table (e.g. different rates for different sales volume ranges).

Click Pricing Model in the sidebar
Click "+" → Enter Code and Name → Click CREATE
Open the pricing model → click "+" to add a line
For each tier, set:
- Range From and Range To (the sales value or quantity band)
- Commission Multiplier or Commission Value (the rate or fixed amount for this band)
- Optionally set Membership Point Multiplier or Value
Click SAVE

Link this Pricing Model in a Commission Scheme Treatment by selecting PRICING MODEL as the Operator and choosing your model from the dropdown.

Create Pricing Model form with model code, name, logic code, and logic type — Create Pricing Model: set up a reusable tier model for range-based commission calculations.

Commission Scheme

A Commission Scheme is the top-level container that holds everything: the scheme’s identity, its rules that determine when it applies, and its treatment that determines what is paid.

Creating a Commission Scheme

Click Commission Scheme in the sidebar, then click "+". Fill in:

Field	What to enter
Code	A short unique identifier (letters, numbers, hyphens, underscores only)
Name	A descriptive name (e.g. “Retail Agent — East Region”)
Status	`ACTIVE` to enable, `INACTIVE` to pause
Description	Optional notes for your team
Commission Type	`SALES_AGENT` for individual agents; `MLM` for multi-level downline networks

After clicking CREATE, you are taken to the Edit Commission Scheme screen, which has five tabs:

Tab	What it is for
Main Details	Edit the code, name, status, description, and type
Rules - Doc Hdr	Document-level conditions (which branches, companies, customers, document types qualify)
Rules - Multi Line	Line-level conditions (which items, categories, or regex patterns qualify)
Rules - Single Line	Single-line conditions (an alternative to multi-line for specific setups)
Treatment	How commission is calculated per level, including pricing model or formula

Tab order is customizable. Go to Settings → Default Selection and use the Details Tab Ordering drag-and-drop to rearrange the tabs in the order that suits your workflow. Click SAVE when done.

Searching Commission Schemes

Use the search bar or the advanced filter panel to find schemes by:

Status (ACTIVE / INACTIVE)
Created Date range
Modified Date range
Free-text keyword (matches Code, Name, or Description)

Edit Commission Scheme Main Details tab with scheme code, name, status, and type — Main Details tab: maintain status, metadata, and commission type for each scheme.

Rules in Detail

Rules are the conditions that must be met before a scheme applies to a transaction. There are two levels of rules:

Rules - Doc Hdr: conditions evaluated at the document header level (the whole document)
Rules - Multi Line / Single Line: conditions evaluated at the individual line item level

Rules Doc Header tab showing rule list including date range, sales group, and document type — Rules - Doc Hdr: configure document-level qualifiers such as document type, period, and sales group.

Rules Multi Line tab showing item category rule and logic settings — Rules - Multi Line: target specific items or categories with AND or OR matching logic.

Rules Single Line tab showing item-level rule conditions — Rules - Single Line: define single-line item matching conditions for focused scheme targeting.

Each rule has:

Rule Name: a label for this rule
Negation Logic: ENABLED means the condition is inverted (“must NOT match this branch”)
Rules Logic (within a rule group): AND means all conditions must match; OR means any one condition must match

Available Rule Types

Rule Type	What it targets	Example use
Branch	Specific branches	Only apply scheme to orders from Kuala Lumpur branch
Company	Specific companies in your org structure	Limit scheme to Company A only
Document Type	Document types (Sales Invoice, Sales Order, Receipt Voucher, Sales Contract)	Only pay commission on Sales Invoices
Entity / Customer	All customers, or a selected list	Apply scheme only to VIP customer accounts
Entity Type	Customer, Supplier, Employee, or Merchant	Apply scheme to all customer-type entities
Item	Specific inventory items (with optional minimum quantity and amount)	Pay higher rate on Product X with min qty 10
Item Category	Item categories (also supports min qty / amount)	Commission only on Electronics category
Item Code Regex	Items whose code matches a pattern	All items starting with “PROMO-”
Item Name Regex	Items whose name matches a pattern	All items containing “Bundle” in the name
Item Category Code Regex	Categories whose code matches a pattern	Regex-based category matching
Item Category Name Regex	Categories whose name matches a pattern	Flexible category targeting
Member Class	Membership class groups	Premium members only
Member Label	Membership label tags	Items tagged “Loyalty”
Sales Group	Your configured sales groups	Restrict scheme to the “East Region” sales group
Employee Category	Employee category classification	Limit scheme to “Senior Agent” category
Date Validity	Date range (absolute or relative period)	Scheme active only in Q4 promotional period

Negation Logic lets you flip a rule. For example, a Branch rule with Negation = ENABLED means “apply this scheme to ALL branches EXCEPT the ones listed.”

Treatment

The Treatment tab defines how much commission is earned and how it is calculated. For MLM schemes, you configure a treatment per downline level.

Treatment Levels

Level	Description
Level 0 (Self)	The salesman who made the sale
Level 1 (Parent)	The direct upline who recruited Level 0
Level 2+	Further uplines in the network

Click Add Downline to add more levels. Remove the last level with the delete button.

Commission Configuration (per level)

Field	Options	What it means
Price Source	Doc Hdr Standard/Net/Transaction Amount, Doc Hdr Open Balance Amount, Doc Line Standard/Net/Transaction Amount, Base Quantity, Price Unit Cost, Pricing Scheme	Which value the commission is calculated on
Operator	MULTIPLY, ABSOLUTE, ADD, SUBTRACT, PRICING MODEL, FORMULA	How the value is applied
Value	Number	The rate or amount (e.g. 0.05 = 5% for MULTIPLY)
Pricing Scheme	Select from configured pricing schemes	Used when Operator = Pricing Scheme
Pricing Model	Select from configured pricing models	Used when Operator = PRICING MODEL (tiered rates)
Formula	Custom formula string	Used when Operator = FORMULA (e.g. `{PRICE_SOURCE}(150-{DAY})/1500.016`)
Below Cost	Checkbox	Allow commission even when the sale is below cost

Membership Points Configuration (per level)

Alongside cash commission, you can award membership points:

Field	What it means
Price Source	Which value to base the points calculation on
Point Currency	The points currency (e.g. “Points”)
Operator	MULTIPLY, ABSOLUTE, ADD, SUBTRACT, or PRICING MODEL
Value	The points rate or amount
Validity Period (Days)	How many days the awarded points remain valid
Pricing Scheme	Used when Operator = Pricing Scheme

Sales Group

A Sales Group organises your salespeople (employees) into named groups. You can then reference a Sales Group in Commission Scheme rules to restrict a scheme to members of that group.

Creating a Sales Group

Click Sales Group in the sidebar
Click "+" → enter Sales Group Code (unique), Sales Group Name, and optional Description → set Status → click CREATE

Linking Salesmen to a Group

Open the Sales Group → go to the Salesman tab
Click "+" → search for an employee → click CREATE to link them
To update or remove a link, click an existing salesman row and edit or delete

Edit Salesman group tab with sales group details — Sales Group detail: maintain group metadata and status before assigning members.

Salesman tab listing members linked to a selected sales group — Salesman tab: link or remove sales personnel assigned to the selected sales group.

Searching Sales Groups — filter by Sales Group Code, Sales Group Name, Status, Created Date, or Modified Date.

Pricing Model

A Pricing Model is a tiered commission rate table. Instead of a flat percentage, you define ranges (e.g. sales value bands) and the commission multiplier or fixed value that applies in each band.

Creating a Pricing Model

Click Pricing Model in the sidebar
Click "+" → enter Code and Name → set the Logic Code and Logic Type as required → click CREATE
Open the model → click "+" to add a line

Pricing Model Lines

Each line in a Pricing Model defines one tier:

Field	What to enter
Range From	The lower bound of this tier (e.g. 0)
Range To	The upper bound of this tier (e.g. 10000)
Commission Multiplier	A rate applied multiplicatively (e.g. 0.05 = 5%)
Commission Value	A fixed value alternative to the multiplier
Membership Point Multiplier	Points rate for this tier
Membership Point Value	Fixed points for this tier

Example tiered structure:

Range 0 – 10,000      → Commission Multiplier: 0.05  (5%)
Range 10,001 – 50,000 → Commission Multiplier: 0.08  (8%)
Range 50,001+         → Commission Multiplier: 0.10  (10%)

Once saved, reference this Pricing Model in a Commission Scheme Treatment by selecting PRICING MODEL as the Operator.

Edit Pricing Model screen with tier lines for range from, range to, and commission values — Edit Pricing Model: define and maintain tier lines for multiplier and absolute commission values.

Configuration & Settings

Field Settings

Go to Settings → Field Settings to configure system-wide options for the applet. Click SAVE after making changes.

Default Selection (Applet-Wide)

Go to Settings → Default Selection to set defaults that apply to all users:

Default Branch — pre-select a branch for all users
Default Location — pre-select a location for all users
Details Tab Ordering — drag and drop the Commission Scheme edit tabs (Main Details, Rules - Doc Hdr, Rules - Multi Line, Rules - Single Line, Treatment) into the order your team prefers. Click SAVE when done

Personal Default Selection

Go to Personalization → Default Selection to set your own preferred branch and location. These override the applet-wide defaults for your user only.

Related Modules and Applets

The Commission Scheme Applet connects with these parts of the system:

Related Applet / Module	How it connects
CP-Commerce Admin Applet	E-commerce websites can have a Commission Scheme tab — the scheme configured there links to schemes you define in this applet
Entity Applet	Customer and employee entities used in Entity-type rules come from the Entity Applet
Sales Invoice (Internal) Applet	Sales invoices are one of the document types that can trigger a Commission Scheme rule
Sales Order Applet	Sales orders can be targeted by Document Type rules in a scheme
Receipt Voucher (Internal) Applet	Receipt vouchers are a supported document type for commission triggering
Membership Applets	Membership points awarded via the Treatment tab integrate with the membership points system
Debtor Report Applet	Use the AR Transaction Report to verify sales transactions that triggered commissions

Glossary

Term	What it means
Commission Scheme	A named configuration containing rules and a treatment that defines when and how commission is paid
Commission Type	`SALES_AGENT` for direct agent payouts; `MLM` for multi-level downline network payouts
Rule	A condition that a transaction must meet for the scheme to apply (e.g. “must be from Branch KL”)
Rules Logic	`AND` = all rules in the group must match; `OR` = any rule in the group must match
Negation Logic	`ENABLED` inverts the rule — “must NOT match” instead of “must match”
Doc Hdr Rule	A rule evaluated at the document header level (applies to the whole document)
Multi Line Rule	A rule evaluated at the line item level (applies per item line)
Treatment	The commission calculation definition — price source, operator, value — per downline level
Level 0 (Self)	The salesman who directly made the sale
Level 1 (Parent)	The salesman’s direct recruiter/upline in an MLM structure
Price Source	The monetary or quantity value the commission is calculated on (e.g. net sales amount)
Operator	How the commission is applied: MULTIPLY (percentage), ABSOLUTE (fixed), ADD, SUBTRACT, PRICING MODEL, or FORMULA
Pricing Model	A tiered table mapping sales ranges to commission rates or values
Pricing Scheme	An alternative scheme reference used as a price source in treatment calculations
Sales Group	A named group of salespeople (employees) that can be referenced in rules
Membership Points	Loyalty points awarded alongside or instead of cash commissions
Below Cost	A flag that allows commission to be earned even when the sale price is below cost
ACTIVE / INACTIVE	Status values — ACTIVE means the scheme is running; INACTIVE pauses it without deleting it

FAQ

1. What is the difference between Commission Type SALES_AGENT and MLM?

SALES_AGENT is for direct commission — only Level 0 (the salesman who made the sale) earns commission. MLM supports multiple downline levels — you can define different rates for Level 0 (self), Level 1 (their recruiter), Level 2 (the recruiter’s recruiter), and so on.

2. How do I make a scheme apply only to specific items?

Add a rule under Rules - Multi Line (item-level). Choose rule type Item and select the specific items. You can also set a minimum quantity or minimum amount threshold for each item. Alternatively, use Item Category to target a whole category, or use Item Code Regex for pattern matching.

3. Can I have a scheme that applies to all branches except one?

Yes. Add a Branch rule, select the branch you want to exclude, and set Negation Logic to ENABLED. The scheme will apply to all other branches.

4. How does the Pricing Model differ from setting a flat multiplier in Treatment?

A flat multiplier in Treatment applies the same rate regardless of the sales amount. A Pricing Model lets you define different rates for different sales volume bands — for example, 5% on the first RM 10,000 and 8% on anything above. Use PRICING MODEL as the Operator in Treatment and select your model.

5. Can I limit a scheme to a specific sales team?

Yes. Use the Sales Group Rule in Rules - Doc Hdr. First create a Sales Group and add your salespeople to it, then add a Sales Group rule in the scheme pointing to that group.

6. What happens if no rules match a transaction?

If a transaction does not satisfy the rules of a scheme, that scheme does not apply and no commission is calculated for it. The transaction is not affected in any other way.

7. How do I temporarily disable a scheme without losing its configuration?

Open the scheme, go to Main Details, change Status to INACTIVE, and click SAVE. The scheme is preserved but will not trigger on any new transactions until you set it back to ACTIVE.

8. What is Negation Logic used for?

Negation Logic inverts the meaning of a rule. Without negation, the rule means “this condition MUST be true.” With Negation = ENABLED, it means “this condition must NOT be true.” For example, a Company rule with Negation ENABLED means “apply to all companies EXCEPT the ones selected.”

9. Can I award loyalty points instead of cash commission?

Yes. In the Treatment tab for each level, configure the Membership Points section separately from the Commission section. You can award points alongside cash commission, or set the Commission Operator to NA and only configure points.

10. How do I use a formula-based commission calculation?

In Treatment, set Operator to FORMULA and enter your formula in the Formula field. The system supports variable substitution — for example {PRICE_SOURCE}*(150-{DAY})/150*0.016 calculates a time-decaying commission based on the document age. Contact your system administrator for supported formula variables.