Set the service and retail rates behind the draft

Open Agreements for the selected business

Open the workspace’s Review desk and select Agreements. In a new workspace, the flat-rule view highlights imported names without a rate. Choose one to start a matching rule, or choose Add team member. Names are compared after trimming, ignoring case and collapsing repeated spaces; other spellings remain separate until you check the source. If the business needs rates that change by sale date, select Preview dated agreements, inspect the migration counts, download a full backup, confirm the preview and choose Upgrade this workspace. This explicit account-workspace change keeps prior closed runs fixed and cannot be reversed through the ordinary editor.

Save a complete flat-rate rule

Rates must be between 0% and 100%, with at most two decimal places. A 0% value is an explicit no-commission calculation for that category. It is different from leaving a person without a rule, which keeps their affected lines on hold. Existing flat-rule workspaces continue to calculate by the current earning name until their owner opts into the dated directory.

1. In Add a team agreement, enter Staff name and an optional Role.
2. Enter Service rate (%) and Retail rate (%) as percentage numbers, such as 40 and 10.
3. Choose Save agreement and wait for the saved result.
4. Return to the affected sale and inspect which rate was selected.

Record the person and the effective dates

The upgrade creates one ongoing agreement from 1 January 2000 for each existing rule, using its exact rates. To introduce a later rate, edit the earlier agreement so it ends the day before the new one begins, then add the new interval. Shared endpoints overlap and are rejected; a gap can be saved but holds sales dated inside it. A 0% interval is valid. Each person has a stable ID; a rename keeps the old display name as an alias without changing the source name on linked sales. Active exact names and aliases can link new imports; an archived or unknown name requires a deliberate link in review.

1. After the upgrade, use Add team member for a person who is not yet in the directory, or Edit person to change a name, role or aliases.
2. For that person, choose Add agreement and enter Effective start date and, if needed, Effective end date, inclusive.
3. Enter separate Service rate (%) and Retail rate (%), then Save agreement.
4. Return to Sales and inspect the linked person and Selected agreement on a sale at each date boundary.

Set the basis in Calculation settings

Choose Sales excluding tax or Sales including tax under Commission basis. Inclusive tax rate (%) is used only when a sale lacks an explicit tax amount and the basis excludes tax. A supplied zero stays zero; a blank can trigger the configured calculation. Select Save calculation settings after a change. Before confirming a basis, check the instruction supporting the arrangement rather than choosing whichever option produces the familiar-looking amount.

Check a service and a retail line by hand

For fictional Mia, use 40% service and 10% retail with supplied tax excluded. A $220.00 service containing $20.00 tax has a $200.00 basis and $80.00 commission. A $33.00 product containing $3.00 tax has a $30.00 basis and $3.00 commission. The combined commission is $83.00. A copied 40% retail rate would produce $12.00 on that product, making the combined result $92.00 and exposing a $9.00 classification or rate error.

Review the draft after an edit

In the flat-rule view, Edit changes that name’s current rates and reopens its draft approvals. A flat-rule rename may update matching editable staff labels, while the original imported row remains available for comparison. In the dated directory, Edit person changes a display name or aliases without rewriting linked sale evidence or recalculating its rate. Editing agreement dates or rates reopens only approved, non-excluded draft sales whose selected person, agreement, rate or basis changes. Calculation-setting changes can reopen draft approvals more broadly; exclusions remain excluded. Closed runs retain their original names, rate snapshots and exports in either mode.

Know the boundary of a date-specific rate

Dated agreements select a rate from the date on each imported line. They do not automatically recover the rate used on an original sale when a refund appears on a later date, or decide whether a later change should apply to that reversal. Check the original sale and the business agreement before approving the refund. Neither flat nor dated mode applies tiers or targets, calculates wage guarantees or sends payments. Keep the supporting signed agreement or decision outside Trimsum when its terms need more than a dated service and retail percentage.