You may recalculate commissions when required. Recalculation allows the commission value to update based on new project data.
This is useful when:
The system cost or configuration changes after project conversion.
A sales rep updates values, or a manager modifies the margin or pricing fields.
You are using a formula-based commission, and the input values have changed (e.g., adders cost increased, battery margin added).
To recalculate follow the below steps:
Step 1: From the main menu, click on “Projects” to open the project list. Then, click on the project where the commission needs to be recalculated.
Step 2: In the top-right corner of the project screen, click the “More +” button to open the dropdown menu. From the dropdown list, click “Recalculate Commission.”
This action will trigger the system to re-run the assigned commission formula based on the current project data (e.g., updated system cost or adder pricing).
Note: Only users with Edit Commission permission or admin access can perform recalculations. If no changes were made to formula fields (like base cost, battery margin, etc.), the commission amount may stay the same.