|
|
| (One intermediate revision by the same user not shown) |
| Line 1: |
Line 1: |
| − | = 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.
| |
| − |
| |
| − | [[Commission Tiers|Create a Commissions tier]]<br>
| |
| − | [[/Commissions Management/Apply Commission Rules|Apply Commission rules]]<br>
| |
| − | [[/Commissions Management/Commissions Agent|Applying the Commission Tier to the Agent]]<br>
| |
| − | [[/Commissions Management/Commissions Agent Permissions|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.
| |
