Brokers

A broker is a commission-taking intermediary on the sales side — a rep or agency that brings you business and takes a percentage. Brokers are optional; many organizations never use them.

A broker can be attached to a customer, which sets a default broker and fee, and the broker and its fee then flow onto that customer's sales orders, where the commission is calculated.

Key fields

Field	Meaning
name	Broker name
isActive	Whether the broker is available for new links

Relationships

• Linked from customers (with a default fee percentage).
• Recorded on sales orders, where the commission is computed.

A broker that's in use on customers or sales orders can't be deleted; deactivate it instead.

See also

Manage brokers through the REST API or the MCP server.