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| − | = Commission Management =
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| − | This collection of articles is designed for Service Providers who need to:
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| − | * Set up and configure the commissions module
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| − | * Apply & manage the Commission rules & logic and link them to products and services to allow Agents to collect commission on sales.
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| − | * Manage and Process Commissions
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| − |
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| − | = Configuring the Commissions Module =
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| − | The high level steps required to complete the set up and configuration of Commissions are:
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| − | * Set up your commission tier(s).
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| − | * If products attract commissions, apply a set of rules to these products.
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| − | * If subscription-based services attract commissions, apply a set of rules to these Package plans, Service plans, Service features and Bolt-ons.
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| − | * Link the commissions tier to the Agent’s Org Unit.
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| − | * Apply the relevant permissions role to the new org unit.
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| − | ** Give the agent access to the '''My Commissions''' Page.
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| − | You can set up commissions for Package plans, Service plans, Service feature and Bolt-ons.
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| − | [[/Commissions Management/Commission Tiers|Create a Commissions tier]]<br>
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| − | [[/Commissions Management/Apply Commission Rules|Apply Commission rules]]<br>
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| − | [[/Commissions Management/Commissions Agent|Applying the Commission Tier to the Agent]]<br>
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| − | [[/Commissions Management/Commissions Agent Permissions|Agent Permissions]]
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| − | == Applying the Commission Tier to the Agent ==
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| − | Follow the steps below to link the Commission tier to the Org Unit of an Agent. This link tells the system that a given commission tier is to be used when assessing and calculating the commissions for an Agent.
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| − | '''Navigation: Admin > Org Units & Roles > Org Units'''
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| − | Select the Org Unit for an Agent in which you will link the commissions tier. In this example, I have an Org unit for my Agent in New South Wales.
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| − | This will display the Org Unit for the New South Wales Agent.
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| − | # From the '''Subscription Commission Tier''' list, choose from the list subscription-based commission tier that will apply to this Agent.
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| − | # Enter a Start Date. By default, the commission tier will be applied to the Agent from the current date.
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| − | # From the '''Product Commission Tier''' list, choose from the list the product-based commission tier that will apply to this Agent.
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| − | # Enter a Start Date. By default, the commission tier will be applied to the Agent from the current date.
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| − | Once you are happy with the changes, '''Save''' them.
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| − | = Permissions: My Commissions (Agents) =
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| − | The '''My Commissions page''' can be granted to Agents so they can see the commissions that have been generated and paid.
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| − | To grant the Agents the ability to see this page:
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| − | '''Navigate: Admin > Org Units & Roles > Roles'''
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| − | # Select the Role Group to which the Agent belongs. This will display the Role Group configuration page
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| − | # Click the '''Manage Module Access Permissions''' button.
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| − | # Tick the '''Commissions – Agent''' checkbox.
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| − | # Click '''Save Role Permission Groups''' to save.
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| − | When the Agent next logs in to Cumulus, they will have access to the '''Commissions > My Commissions''' Page
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| − | = Commissions Reports =
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| − | The Reports available for Commissions are listed under the '''Reports > Commissions'''.
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| − | You can also export all commissions data using the Export to CSV function from the '''Commissions > Manage''' list.
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| − | = See Also =
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| − | * [[/Commissions/Managing Commissions|Managing Commissions]]
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