Difference between revisions of "Commissions"

Revision as of 09:29, 21 October 2019

Commissions

The commissions module is an additional optional module for Service Providers who are subscribed to the Agents module. Features of the Commissions module include:

• Create commissions plan(s) for Agents.
• Bind a commissions plan to an Agent.
• Set rules governing how & when a Commission can be processed.
• Set bounties and trails as a % and/or $ for both access fees and for usage.
• Set different commission plans Agents who are selling the same services and products as other Agents.
• View, process and manage the individual commissions across all Agents.
• My Commissions page for Agents allowing them to view the commissions they have earned.
• Ability for the Agent to invoice the Service Provider for Commissions earned.

For further information and pricing, please create a sales ticket and we will be pleased to assist you. Subscription to this module requires a separate subscription to the Agents module.

The Commissions Lifecycle

This section contains a high-level look at the commissions life cycle, including when Commissions are gathered, processed, and how Agents can ascertain how much they are due in commissions revenue.

Placing an Order – Gathering the Commissions

Each time an Agent places an order for a service or product that is included in the commission plan that has been set up by a Service Provider, Agents can then create and submit orders for their customers and the system will generate a record of the commissions.

There is nothing specific that an Agent needs to do in order to ensure commissions for their sales are calculated.

If an Agent or representative of a service provider will not be placing the orders themselves in Cumulus (e.g. Orders are placed by the upstream service provider on behalf of the Agent), the system supports linking the Agent to the order to ensure that commission for that order is appropriately attributed. This also applies to service migrations.

Commissions Rules - Determine how and when commissions are applied and processed

When an order is submitted by the Agent, the order is sent to the upstream service provider to be filled. At the same time, one or more commission record(s) are generated and held in a pending state until such time where they can be processed.

Whether a commission can be processed yet or not, is determined by the business rules for your commission plan as set up by the upstream service provider. When the pending commission meets the business rules of your commission plan, the upstream service provider can then process the commission entries.

Collecting Commissions – Viewing the Invoice

When commission entries are processed, they will move from a pending status to processed status and a pending credit cardline will be generated. This will remain as a pending cardline until it is processed onto an invoice. The system will do this automatically.

Like all Emersion invoices, Agents can use this invoice to bill their upstream service provider for their commissions that they are owed. An Agent can also access commissions attributed to their service subscriptions and product orders using the My Commissions section.

Definitions

Training your Agents

Emersion provides the following document you can use that will assist you to train your Agents. You can hand them this document as is, or use it as a base for your own training guide.

Download: File:Commissions - For Agents of Service Providers v1.0.pdf

Data Import and Further Help

If you would like Emersion to assist with:

• importing data
• configuration of commission tiers, Agents, subscription-based plans or products
• training you or your agents

Please submit a work request detailing the type of assistance you request so we can provide a quote.

If you are seeking help with importing data, import templates can be provided upon request.

See Also

• Configuration and Management of the Commissions module
• module