Default Commission
The default agent commission on the Agent account record is percentage based and applies commissions during the booking process depending on whether the Price item 'allow commission' is ticked AND if the Price line 'allow commission' is ticked.
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This configuration provides an easy way to setup default commissions across priceitems.
Account Finance Settings - Detailed Override Commission Control
Some schools offer more detailed commission structures to their agents, typically different commission percentages or amounts based on Product/Service, Service Type (Course, Accommodation, Admin Fee) and School for multi-schooled clients or sometimes also by Agent Market Country.
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This is the default commission percent setting on the agent account record. It gets applied to any price which has 'allow commission' ticked AND where the price item 'allow commission' is also ticked.
Step-by-step guide
Open the Agent account record
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We strongly recommend that you use a TEST STUDENT and complete a test booking to ensure that this finance setting is performing as you would expect. Please note that option 2) global needs to be used extremely carefully, as these can easily apply system wide commissions. This will mean that commissions will be applied to ALL agents apart from those that have their own override records. See Finance Group (services) on how to use this to link Services together into a Finance Service Group and use this record to control commissions Finally - please note that the Commission tickbox on each Price entry on the PriceItem controls whether a commission is generated (or not). |
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