Linking Agents to Sales & Repairs
Linking an Agent to a Sale
Assign a commission agent during sale creation to track their commission on the transaction. The agent search is available in both the POS terminal and the New Sale form.
- 1Create a new sale from the POS terminal or the Sales > New Sale page.
- 2Locate the Agent section below the cart totals.
- 3Start typing the agent's name in the search field (minimum 2 characters). Results display the agent's name, nickname, company, and current default rate.
- 4Select the agent from the search results.
- 5The agent's default commission rate and type are displayed automatically.
- 6To override the default, use the type dropdown to change to Percentage, Fixed Amount, Per Product, or Per Service, and enter a custom rate. Overrides appear highlighted in amber.
- 7Complete the sale as normal. The commission record is created automatically.
The API sends the agentId along with optional agentCommissionRate and agentCommissionType fields. If overrides are not provided, the agent's default rate and type are used.
Linking an Agent to a Repair
Assign a commission agent when creating a repair to track referral commissions on repair jobs.
- 1Create a new repair from the Repairs page.
- 2Set the repair price — this is required for commission calculation.
- 3Locate the Agent section in the repair form.
- 4Search for the agent by name and select them from the results.
- 5The agent's default commission rate and type are pre-filled.
- 6Optionally override the rate or type for this specific repair.
- 7Save the repair. The commission record is created automatically if the price is greater than zero.
If the repair price is zero or empty, no commission record is created even if an agent is assigned. Make sure to set the repair price before saving if you want commission to apply.
How Commission Records Are Generated
When a sale or repair is saved with an agent assigned, Fixmo automatically creates a commission record linked to that transaction.
- Sale commission is triggered automatically on sale creation with an assigned agent.
- Repair commission is triggered on save when the repair has both an assigned agent and a non-zero price.
- Each commission record stores: the agent ID, the sale or repair ID, the commission rate used, the commission type used, and the calculated commission amount.
- The commission record is created with PENDING status.
- If a sale is later voided, a negative commission record is created to reverse the original amount.
- If a sale is partially refunded, the commission is proportionally reversed.
Frequently Asked Questions
How do I assign an agent to a sale?+
Can I override the commission rate on a specific sale?+
Does a repair need a price for commission to apply?+
When is the commission record created?+
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