Difference between revisions of "Commissions/Commissions/Commission Management"

Revision as of 14:43, 14 January 2015

Commission Management - Who should read this article?

This article is designed for Service Providers who need to:

• configure the commissions module
• create commission plans (known as Commission Tiers in Cumulus)
• Bind Commission Tiers to Agents & Package plans so that the correct Commission plan is applied to each Agent when a package or product is sold
• Process Commissions

Configuring Commissions Plans & Business Rules

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.

= Create a Commissions Tier

The Commission Tier is the first thing to be created.

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.

Navigate: Commissions > Commission Tiers

1. Click the Add Tier button.
2. Choose the Tier Type.
3. Enter a name and optional description
4. Click Submit

Apply a Set of Commission rules to Products

If products attract commissions, after setting up the commissions tier you will then need to apply a set of rules to the relevant products.

Rules for product-based commission are configured for each product.

Perform the following steps for each product or package plan that an Agent can sell in which commissions are accrued.

Navigate: Products > Product management

1. Select a product that an Agent can generate a commission from when sold by clicking on its ID.
2. This will display the Product details page. On the right of the screen, click the Commission Tier button.
3. 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.
4. Click the Add Commission Rules button
5. Select the Commission Tier from the list
6. Select when the Commission is to be granted to the agent from the Grant Type list.
7. Choose when the rules apply from and to using the Effective Dates fields
8. 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.
9. 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.
10. When you are finished, click Submit.

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.

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.

Commissions only apply to outright purchases of products. Commissions on products purchased under an instalment plan is not currently supported by Emersion.

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