Commission Groups let you define how sales commissions are calculated for employees in Evo. You create a group under System Settings, choose which order lifecycle event commission is based on, then configure plans, income accounts, and who the group applies to.
Table of Contents
- Create a Commission Group
- Commission Based On
- Plans, Income Accounts, and Applies To
- Important Notes
Create a Commission Group
1. Go to System Settings → My Business → Commission Groups.
2. Click Commission Group.
3. Enter a Group Name, select a Commission Period, select Commission Based On, and optionally set a Start Date.
4. Click Save to open the group detail page as a Draft.
Commission Based On
Commission Based On selects which order lifecycle event starts the commission calculation. Available options are:
- Placed Orders
- Built Orders
- Orders Ready for Invoicing
- Invoiced
- Closed Orders
- Payments
Note:
This field does not mean profit margin percentage. It controls when commission is calculated, not how the rate is derived from product margin.
Plans, Income Accounts, and Applies To
After you create a group, configure the detail page:
- Commission Plans — set rate types such as Fixed Rate or Tiered Rate.
- Income Accounts — assign a plan per GL income account (Default, Exempt, or a specific plan). Use this when different product lines post to different income accounts and need different rates.
- Applies To — assign roles and/or users (salespeople). You can also set an optional group-level location filter (blank means all locations).
Commission amounts are calculated from income or sales amounts using the plans you configure.
Important Notes
- Commission Groups visibility depends on the Commission license option for your account.
- Groups use a Draft → Published workflow (Pending → Active → Completed).
- Evo does not calculate commission as a percentage of product profit margin (sale minus cost). To vary rates by product line, map products to different income accounts and assign plans on the Income Accounts tab.