Difference between revisions of "Commissions/Commission Management/Commission Tiers"
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= Create a Commission Tier = | = Create a Commission Tier = | ||
| − | The Commission Tier is the first thing to be created. | + | The Commission Tier is the first thing to be created when setting up commissions for an Agent. A commission tier can be thought of as the container for commission plan between the Service Provider and an Agent or Agency to sell products & services of the Service Provider. |
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| + | Once a commission tier is created and linked to an agent (via the Org Unit), the Commission tier can then be linked to products, package plans, service plans, service features or bolt-ons. Commissions Tiers can also be used to provide different 'levels' of Commission for different staff or groups within the same Agency. | ||
| + | |||
| + | To set up a commission tier: | ||
'''Navigate: Commissions > Commission Tiers''' | '''Navigate: Commissions > Commission Tiers''' | ||
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# Enter a name and optional description | # Enter a name and optional description | ||
# Click '''Submit''' | # Click '''Submit''' | ||
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| + | == Tier Types == | ||
| + | |||
| + | There are two types of Commission tiers. | ||
| + | |||
| + | Subscription: Choose this option for subscription-based services. i.e. Package Plans, Service Plans, Service Features, Bolt-ons<br /> | ||
| + | Product: Choose this option for products | ||
| + | |||
| + | If your Agent earns commission on both products and subscription-based services, they will require two commission tiers, one of each type. | ||
= See Also = | = See Also = | ||
Revision as of 11:31, 15 January 2015
Create a Commission Tier
The Commission Tier is the first thing to be created when setting up commissions for an Agent. A commission tier can be thought of as the container for commission plan between the Service Provider and an Agent or Agency to sell products & services of the Service Provider.
Once a commission tier is created and linked to an agent (via the Org Unit), the Commission tier can then be linked to products, package plans, service plans, service features or bolt-ons. Commissions Tiers can also be used to provide different 'levels' of Commission for different staff or groups within the same Agency.
To set up a commission tier:
Navigate: Commissions > Commission Tiers
By default, the Commissions Tier main screen will display any Commissions Tiers that already exist in Emersion. Follow the steps below to create a commissions tier.
- Click the Add Tier button.
- Choose the Tier Type.
- Enter a name and optional description
- Click Submit
Tier Types
There are two types of Commission tiers.
Subscription: Choose this option for subscription-based services. i.e. Package Plans, Service Plans, Service Features, Bolt-ons
Product: Choose this option for products
If your Agent earns commission on both products and subscription-based services, they will require two commission tiers, one of each type.
