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The default agent commission on the agent 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 'allow commission' is ticked.
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This is accessible as a related list at the bottom section of the Agent Account record OR directly via , which can be reached by clicking on the link at the top of the Agent account screen (see below)
It is also possible to access via the Account Finance Settings tab (please ask your systems administrator Systems Administrator to make this available for you).
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A priority or hiearchy applies as to which setting takes precedence as follows:
1. Agent linked Account Finance Setting (Service, School)
This is an override commission applied to a specific agent and can be used to increase or decrease the commission earned - it overrides any settings
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2 and 3 below . You may specify a percentage OR amount.
2. Agent-Less Account Finance Setting (Agent Market (can be all), Service, School)
This is an override commission which will be applied to any price where the price 'allow commission' has been ticked.
Note
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: if Market Country is <none> then it will be applied to the linked Service or School (only one needs to be updated) so this should be treated very carefully, as this could easily grant a commission to a service OR school regardless of agent. Please refer to your Systems Administrator if uncertain as to the impact of a change of this nature.
This overrides 3 below, but can be overridden by 1 above.
3. Agent Default Commission Setting (Service, School)
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
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Agent account record
Scroll to (or click the link for) the Account Finance Settings section
Click 'New' to create a new account finance settings record
Choose either COMMISSION or DISCOUNT (in the example below, this is a commission finance setting)
Set the Commission Percentage or Amount to be applied
Select Service to assign to a specific service
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; select School to apply to a specific School
Set the
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From / To dates (these use the booking date - typically
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today's date - to apply
Set Active = ticked when you wish to make this active
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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.
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| Please note that option 2) needs to be used extremely carefully, as these can easily apply system wide commissions. This will mean that commissions will be applied to agents that are not entitled to them. |
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