Staff & Sales Portal · order-on-behalf-of · illustrative data · ← surfaces
Root & Bloom Staff

Dashboard

Your book of business

Recent orders

Book of business

Your accounts — manage details, history, and provisioning
AccountContactPhoneOrdersLifetime

Orders

Order will be tagged to Lisa M. — commission attribution is automatic.

Order tracking

Status synced from Square — pay, process, ship
OrderAccountRepTotalStatusMore

Commissions

Computed on paid orders · attributed to the owning rep

Commission is computed here from the order + Square's payment confirmation — because Square can't attribute an invoice-paid order back to the rep who built it. The owning rep lives on the order, so attribution is exact. (Rate shown is illustrative — set your real structure before this goes live.)

RepPaid ordersAttributed revenueCommission @ 8%