Difference between revisions of "Commissions/Commission Management"
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| − | ====== | + | = 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. | ||
| + | |||
| + | [[Commissions/Commission_Management/Commission_Tiers|Create a Commissions tier]]<br> | ||
| + | [[Commissions/Commission_Management/Apply_Commission_Rules|Apply Commission rules]]<br> | ||
| + | [[Commissions/Commission_Management/Apply_the_Commissions_Agent|Applying the Commission Tier to the Agent]]<br> | ||
| + | [[Commissions/Commission_Management/Commissions_Agent_Permissions|Agent Permissions]] | ||
| + | |||
| + | = Managing and Processing Commissions = | ||
| + | |||
| + | Once commissions start to be collected and processed via Emersion, they will be visible: | ||
| + | |||
| + | * via the '''Commissions > Manage Section''' (Service Providers) | ||
| + | * via the '''My Commissions''' screen (Agents) | ||
| + | |||
| + | This section focuses on the features of the Commissions Management section | ||
| + | |||
| + | [https://wiki.emersion.com/wiki/index.php/Commissions/Commission_Management Commission Management]<br /> | ||
| + | [[Commissions/Commission_Management/Commissions_Management_Permissions| Permissions for Commission Managers]] | ||
| + | |||
| + | = Commissions Reports = | ||
| + | |||
| + | The Reports available for Commissions are listed under the '''Reports > Commissions'''. | ||
| + | |||
| + | User with access to the the '''Commissions > Manage''' list can also use the '''Export to CSV''' function to export all commissions data into a spreadsheet or database program. | ||
Latest revision as of 09:52, 19 March 2018
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
Once commissions start to be collected and processed via Emersion, they will be visible:
- via the Commissions > Manage Section (Service Providers)
- via the My Commissions screen (Agents)
This section focuses on the features of the Commissions Management section
Commission Management
Permissions for Commission Managers
Commissions Reports
The Reports available for Commissions are listed under the Reports > Commissions.
User with access to the the Commissions > Manage list can also use the Export to CSV function to export all commissions data into a spreadsheet or database program.
