Difference between revisions of "Commissions/Commission Management"
From Emersion
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[[/Apply the Commissions Agent|Applying the Commission Tier to the Agent]]<br> | [[/Apply the Commissions Agent|Applying the Commission Tier to the Agent]]<br> | ||
[[/Commissions Agent Permissions|Agent Permissions]] | [[/Commissions Agent Permissions|Agent Permissions]] | ||
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| + | = Managing and Processing Commissions = | ||
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| + | xxxxxx | ||
= Commissions Reports = | = Commissions Reports = | ||
Revision as of 14:21, 15 January 2015
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 products, 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
Managing and Processing Commissions
xxxxxx
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.
