Revision as of 08:55, 15 January 2015

Commission Management

This collection of articles is designed for Service Providers who need to:

• Set up and configure the commissions module
• Apply & manage the Commission rules & logic and link them to products and services to allow Agents to collect commission on sales.
• Manage and Process Commissions

Configuring the Commissions Module

The high level steps required to complete the set up and configuration of Commissions are:

• Set up your commission tier(s).
• If products attract commissions, apply a set of rules to these products.
• If subscription-based services attract commissions, apply a set of rules to these Package plans, Service plans, Service features and Bolt-ons.
• Link the commissions tier to the Agent’s Org Unit.
• Apply the relevant permissions role to the new org unit.
  • Give the agent access to the My Commissions Page.

You can set up commissions for Package plans, Service plans, Service feature and Bolt-ons.

Create a Commissions tier
Apply Commission rules
Applying the Commission Tier to the Agent
Agent Permissions

Commissions Reports

The Reports available for Commissions are listed under the Reports > Commissions. You can also export all commissions data using the Export to CSV function from the Commissions > Manage list.