Commission

Setup Account Manager Commission

This feature is presently in the Alpha Version. We're working on it. Please contact us for any queries.

Introduction

The Commission feature lets you give a commission to your Account Manager.

Agent Commission calculates the percentage of the customer spend.

Steps to add Commission to the Account Manager

1. Go to Setup Account Manager Commission.

2. Click on + button. A window will appear with various fields.

   2.1 User: Select the user from the drop-down menu.

   2.2 Start Date: Select a date you wish to start the commission.

   2.3 End Date: Select a date you wish to stop the commission.

   2.4 Commission: Put a value (in %) you wish to provide your Account Manager.

3. Click Save to save the commission information.

Steps to associate Account Manager with a Customer

1. Go to Management Customer Customer Name.

2. Click on Edit.

3. You will see a window with various fields; click on the drop-down menu of the Account Manager to select one for your customer.

4. Click Save to save the commission information.

5. You can select any person as an Account Manager if that person is in the Users list.

6. Go to Setup Settings User.