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 Package plans, Service plans, Service feature and Bolt-ons. | ||
| + | |||
| + | [[/Commissions/Commission Tiers|Create a Commissions tier]]<br> | ||
| + | [[/Commissions Management/Apply Commission Rules|Apply Commission rules]]<br> | ||
| + | [[/Commissions Management/Commissions Agent|Applying the Commission Tier to the Agent]]<br> | ||
| + | [[/Commissions Management/Commissions Agent Permissions|Agent Permissions]] | ||
| + | |||
| + | = 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. | ||
Revision as of 10:28, 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 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
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.
