Overrides

What are Commission Overrides?

Commission overrides bypass a collection's commission settings and apply their own settings during commission calculation. An override has three key components:

1. The customer, company, or location the override is for.
2. The collection whose commission settings are being overridden.
3. The override type that determines how commission is calculated.

Override Types

When you are configuring a customer, company, or location override, the override type determines how commission is calculated. Each override type has a unique behavior that you can use to deeply customize your commission workflow.

There are three override types:

• Fixed Percentage: Used to manually assign a specific rep to a customer, at a defined percent commission rule.
• Rep Vertical:
• Postal code

Fixed Percentage

The Fixed Percentage override type allows you to manually set the rep and amount to be commissioned. This override type does not interface with any settings on the commissionable collection.

Use this override type when you would like to set static override rules that that change infrequently.

Example: Fixed Percentage override

Example A

You have a national company that operates outside of your usual commission structure. When this company orders, they should commission only your National Rep at 5%.

On the national company, set a Fixed Percentage override type that targets your National Rep, and sets the rate to 5%. When this company is associated with an order, that order's commission will reflect the override, regardless of the settings on your commissionable collection.

Example B

You are the manager of a storefront selling medical supplies. When a customer orders products in the Consumables collection, reps receive a 10% commission based on the order's location.

Rep A has a long-standing relationship with a customer in Rep B's territory. When that customer orders consumables, Rep A should be commissioned because they brought that customer's business to your company.

To solve for this problem, create a customer commission override that ensures Rep A is always commissioned.

Rep Vertical

The Rep Vertical override type allows you to manually set the slice of your hierarchy that should be commissioned, overriding the territory owner.

Use this override type to represent a rep's relationship with an order's owner.

Example: Rep Vertical override

You have configured an alignment with the following hierarch:

graph TD
    A[National Manager] --> B[West Manager]
    A --> C[East Manager]
    B --> D[California Rep]
    C --> E[Florida Rep]

You have configured a commissionable collection to use this alignment to pay your sales force. Orders going to Florida would pay the Florida Rep, East Manager, and National Manager.

However, the California Rep was working on vacation and brought a new Florida based customer to the company. When this customer orders, they should commission the California Rep, West Manager, and National Manager.

On the new customer, set a Rep Vertical override type with the California Rep selected. Any time his customer orders products in your commissionable collection, the California Rep's slice of the map will be commissioned, regardless of location.

Postal Code

By default, Velocity determines which reps receive commissions based on the postal code from an order’s shipping or billing address. However, you can manually set a postal code for an order. When a postal code override is set, it takes precedence over the shipping and billing addresses.

Postal Code Override Metafield

Velocity uses Shopify metafields to support postal code overrides. After an order is created, you can enter a postal code in the metafield block within the order details.

Enabling Postal Code Overrides

To enable postal code overrides for your storefront:

1. Navigate to the Settings page in the Velocity: Commission Maps menu.
2. If postal code overrides are not enabled, you will see an option to create a custom metafield definition.
3. Click Create Custom Metafield to generate the necessary metafield definition.

Once Create custom metafield is selected, a custom metafield definition will be created for your storefront using custom parameters that Velocity knows about.

Warning

Do not modify the custom definition created by Velocity. Any changes may cause unexpected behavior when calculating commissions.

Strictly Using Postal Code Overrides

When a postal code override is set for an order, it will be used instead of the order's shipping or billing address postal code.

If no override is provided, Velocity will fall back to using the shipping or billing address. However, you can configure Velocity to use only postal code overrides and ignore order addresses entirely.

To disable the fallback to shipping or billing addresses:

1. Navigate to the Settings page in Velocity.
2. If postal code overrides are enabled, a checkbox will appear.
3. Select the checkbox to require postal code overrides exclusively.

Manually Setting a Postal Code Override

To manually set a postal code override for an order:

1. Open the order in Shopify.
2. In the Metafields section, locate the Postal Code Override field. If you don’t see it, click View All to find the override field.
3. Enter the postal code to use as the territory source for the commission.
4. Select Recalculate Commission to generate commissions using the postal code override.

Override Surfaces

Overrides are exposed on the Customer Details & Company Details pages as App Blocks:

When a commission is the result of an override, the override type is tagged in the Order Details App Block:

Examples

Rep Vertical override

Customer override

You are the manager of a storefront selling medical supplies. When a customer orders products in the Consumables collection, reps receive a 10% commission based on the order's location.

Rep A has a long-standing relationship with a customer in Rep B's territory. When that customer orders consumables, Rep A should be commissioned because they brought that customer's business to your company.

To solve for this problem, create a customer commission override that ensures Rep A is always commissioned.