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| − | = Commission Management =
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| − | This article is designed for Service Providers who need to:
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| − |
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| − | * Set up and configure the commissions module
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| − | * Apply & Manage the Commission rules & business logic for Agents
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| − | * Manage Commissions
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| − |
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| − | = Configuring Commissions Plans & Business Rules =
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| − |
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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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| − |
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| − | You can set up commissions for Package plans, Service plans, Service feature and Bolt-ons.
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| − |
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| − | == Create a Commissions Tier ==
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| − | The Commission Tier is the first thing to be created.
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| − | 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.
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| − | '''Navigate: Commissions > Commission Tiers'''
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| − | # Click the Add Tier button.
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| − | # Choose the Tier Type.
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| − | # Enter a name and optional description
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| − | # Click '''Submit'''
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| − |
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| − | == Apply a Set of Commission rules to Products ==
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| − | If products attract commissions, after setting up the commissions tier you will then need to apply a set of rules to the relevant products.
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| − | Rules for product-based commission are configured for each product.
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| − | Perform the following steps for each product or package plan that an Agent can sell in which commissions are accrued.
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| − |
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| − | '''Navigate: Products > Product management'''
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| − | # Select a product that an Agent can generate a commission from when sold by clicking on its ID.
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| − | # This will display the Product details page. On the right of the screen, click the '''Commission Tier''' button.
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| − | # The '''Commissions for a Product page''' for this product will be displayed. If you have any existing or past rule sets, these will be displayed in the list.
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| − | # Click the '''Add Commission Rules''' button
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| − | # Select the Commission Tier from the list
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| − | # Select when the Commission is to be granted to the agent from the '''Grant Type''' list.
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| − | # Choose when the rules apply from and to using the Effective Dates fields
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| − | # Enter the amount ($) that will be paid to the agent AND/OR the percentage of the sale price that will be paid to the Agent.
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| − | # If you wish for the system to auto-approve the commissions, tick the '''Auto Approve Cardline''' box. If you wish to manually approve commissions, leave this box unchecked.
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| − | # When you are finished, click '''Submit'''.
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| − | Multiple rule sets for a product is common when different Agents get different commissions for selling a product or a service. However for a given Commission tier, rule sets cannot overlap.
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| − | If the commission plan is varied for an Agent, Emersion recommends you set the effective to date to the final date where the existing plan applies. Then create a new rule set with the start date of when the change applies.
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| − |
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| − | Commissions only apply to outright purchases of products. Commissions on products purchased under an instalment plan is not currently supported by Emersion.
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| − | ''Note: If you do not set up commission business rules for a product, an Agent cannot be assigned a commission when they create a product purchase in Cumulus. Similarly, users entering product purchases on behalf of an Agent will not see the fields that allow the user to attribute the sale of the product to an Agent''.
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| − | == Apply a Set of Commission rules to Subscription-based Services ==
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| − |
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| − | If the sale of a Package plan, Service plan, Service feature or Bolt-on attract commissions, after setting up the commissions tier you will then need to apply a set of rules to the relevant products.
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| − | Rules for subscription-based commission are configured for each Package plan, Service plan, Service feature or Bolt-on respectively.
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| − | The following steps contain the instructions for setting up the rules for a package plan. These steps need to be completed for each package plan that an Agent can sell for which commissions are accrued.
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| − | '''Navigate: Packages & Plans > Management'''
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| − | # Select a SELL Package Plan that an Agent can generate a commission from when sold by clicking on its ID.
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| − | # This will display the '''Package Plan details page'''. Click the '''Commission Tier''' sub tab.
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| − | # The '''Manage Rule Sets''' page for this package plan will be displayed. If you have any existing or past rule sets, these will be displayed in the list.
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| − | # Click the '''Define new rule set for Tier''' button
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| − | # Select the Commission Tier from the list of available service commission tiers.
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| − | # Choose when the rules apply from and to using the Effective Dates fields.
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| − | # Enter an optional description
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| − | # When you are finished, click '''Submit'''.
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| − |
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| − | ''Note: If you do not set up commission business rules for a package plan, service plan, bolt-on or service feature, an Agent cannot be assigned a commission when they submit an order in Cumulus. Similarly, users entering orders on behalf of an Agent will not see the fields that allow the user to attribute the order to an Agent.''
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| − | === Setting Bounties and Trailing Commissions ===
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| − | Once you have saved the rules you have set in the steps above, a section underneath will appear where you can define the values and rules for the bounties and trails.
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| − | A bounty is a type of commission which applies once only when the service, package or otherwise is created. It differs from a trail which provides recurring commission each time a service, package or otherwise is billed.
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| − | A bounty can be provided as a fixed amount and it can also take a percentage of a fee that is applied. If both bounty and trail commissions are set, then ''both'' will apply. Multiple bounties can also apply if you wish.
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| − | To add a Bounty commission:
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| − | # Click the '''Add Bounty''' button.
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| − | # The '''Manage Bounty''' screen will be displayed
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| − | # Choose when the bounty will be granted to the Agent.
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| − | # Enter the amount ($) that will be paid to the agent AND/OR the percentage of the sale price that will be paid to the Agent.
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| − | # If the bounty to be paid requires a contract to be valid at the time the commission is generated for a, tick the '''Requires Active Contract''' box.
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| − | # Enter a number into the ''Contract Age'' in months if you wish to define how many months the customer’s contract must be Active before the bounty is paid to the Agent. Note that prior to this figure, the commission is generated but not released until the contract age has been met.
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| − | # If you wish for the system to auto-approve the commissions, tick the '''Bounty Auto Approve Cardline''' box. If you wish to manually approve commissions, leave this box unchecked.
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| − | # When you are finished, click '''Submit'''.
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| − | To add a Trail commission:
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| − | # Click the '''Add Trail''' button.
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| − | # The '''Manage Trails''' screen will be displayed.
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| − | # Choose when the trail will be granted to the Agent. All 3 options can be used if needed.
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| − | # If the trail amount is a fixed dollar amount ($), enter it into the '''Trail Amount''' field.
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| − | # If a percentage of the access fee forms part of the Agents’ commission, enter the % amount into the '''Trail Access Fee''' field.
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| − | # If a percentage of the usage charges forms part of the Agents’ commission, enter the % amount into the '''Trail Usage''' field.
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| − | # If the trail applies for a limited duration, not the life of the service subscription and applies for a set number of billing periods, enter the number of months into the '''Trail Duration''' field.
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| − | # If the trail to be paid requires a contract to be valid at the time the commission is generated, tick the '''Requires Active Contract''' box.
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| − | # Enter a number into the '''Contract Age''' in months if you wish to define how many months the customer’s contract must be Active in order for the trail to be paid to the Agent. Note that prior to this figure, the commission is generated but not released until the contract age has been met.
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| − | # If you wish for the system to auto-approve the commissions, tick the '''Trail Auto Approve Cardline''' box. If you wish to manually approve commissions, leave this box unchecked.
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| − | The trail can be:
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| − | * a fixed amount
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| − | * a percentage of an access fee
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| − | * a percentage of a usage charge.
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| − | The steps you have just completed are identical for Service Plans, Service features and Bolt-ons. The only difference is where to locate these settings for each of them.
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| − | ''To set up Commissions for Service Plans:''
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| − | '''Navigation: Packages & Plans > Management > Service Plans'''
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| − | Drill down into a Service Plan by clicking the ID > Commissions Tier tab
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| − | ''To set up Commissions for Service Features:''
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| − | '''Navigation: Packages & Plans > Management > Product Rate Cards'''
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| − | Drill down into a Product Rate Card by clicking the ID > Product Rate tab
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| − | For each rate with a Service Feature type, a Commissions Tier link will be available
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| − | ''To set up Commissions for Bolt-Ons:''
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| − | '''Navigation: Packages & Plans > Management > Bolt Ons'''
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| − | Drill down into a bolt-on by clicking the ID > Commissions Tier button
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| − | &&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&
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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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| − | &&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&
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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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| − | &&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&
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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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