Sales attribution from the invoice, and payouts when the customer pays.

Only by being attached. A person attaches a salesperson to a quote, an order, an invoice or a single line, or the ERP document carries its own salesperson code. Apex never infers attribution from a customer, a territory or a default.

A region's sales are every sale placed in that region, whether or not a salesperson is attached. A sale is placed by its ship-to address, or by the customer's main address with the same setting ZIP pricing uses.

Beside each regional or company total, Apex shows the part with a salesperson attributed and its share of the total. Salesperson totals, and the rep groups they roll up to, count only what is attributed to them.

Only invoiced revenue counts. By default a payout accrues as the customer pays, on what was paid net of credit memos. A setting accrues it on the invoice instead. Rates can be tiered, on net revenue or margin.

A return or a credit memo reverses the payout it earned, as its own clawback entry at the rate the payout was made at, so the record shows both the accrual and the reversal.

Outside reps who sit under a vendor, such as a rep group, are paid as vendor bills. Referrers are credited on their own customer account by default. Payouts can also be marked as paid outside Ferrata, such as through payroll.