Brokerage on a booking

Where the partner comes from

The channel partner on a booking is not typed on the form. It comes from the client's registration (the firm that registered or brought the client), and it changes only when the site head settles a clash on the client in another firm's favour. The form shows this as a banner: "Channel partner: Sunrise Realty · from the client's registration", or "Direct client · no brokerage" when there is no partner, in which case every brokerage field is disabled.

A client brought by an associate (a person without a RERA registration) carries no brokerage. The form shows "Came with associate X · no RERA registration, so no brokerage" and asks for the Associate incentive (₹) and Incentive notes instead.

Entering the brokerage

1. In the cost sheet set the Brokerage consideration value: Area (₹ per sq ft × the unit area), Fix (an amount) or % of a Base amount, with the Expected billing date.
2. Under Brokerage and incentives choose the Type (Fix or Percentage) and check Calculated brokerage (A).
3. Add any Spot incentive and Incentive; they total to (B), and Total C = A + B.
4. Add Voucher and Other amounts if any. Brokerage discount (D) fills from the on-form (broker) discount, and Total brokerage E = C + V + O − D is what the partner is owed.
5. Below the cards, Credit note, Reference and Other amounts, Net revenue, Invoice amount and Remarks complete the record.

• If the project has brokerage slabs, the matching rate is filled once and noted: "Slab: 4–8 bookings → 2.5%". A different rate typed by the rep is allowed; approvers see both.
• A partner client with no brokerage cannot be submitted or approved unless Brokerage waived (the team head level signs this off) is ticked with a reason. The waiver shows on the Team head's card.
• The partner firm must hold a valid RERA number for the project's authority, or the booking cannot pass approval.
• When the site head split the client between two firms, the form shows "Brokerage split · Firm A 60% · Firm B 40%" read-only. Each firm's share posts to its ledger at final approval.

Slabs per project

Brokerage slabs are set on the project (Real estate › Projects › Edit, section Brokerage slabs, by the firm's bookings on this project): From booking, To booking (blank for "and above") and Brokerage %. Slabs start at the first booking, follow on without gaps, and only the last band is open-ended. They pre-fill the rate; they never block.

After approval

The booking's Cost & brokerage tab shows the cost sheet and the brokerage boxes as approved, and the sidebar's Brokerage summary totals A to E. At final approval the earning is posted to the partner's ledger under Finance › Partner bills & payouts, where sales support verifies the partner's bill and accounts pays it. Unpaid commission on a booking that is later cancelled is voided; paid commission is the builder's to recover offline.