Search results for "agent"

How do I set up agent discounts and commissions?

…fferent discount and commission rates set up. These are entered within the Agents “Pricing” screen. Each Agent will have a ‘Default’ set up for Tuition, Accommodation, Transfer and Sundry. The default is where you can record the agent’s general discount and commission rates. If the agent is also to receive further discounts on specific courses you can add an ‘Item’ or a ‘Group’ There is a helpsheet (no.SQL177) which c…

> Read More

How do I set up different discount and commission options for agent?

…record in Class.   General This is the ‘default’ discount given to an agent for all course bookings. For example an agent could receive 20% off the gross selling price for all tuition.   Group This provides a method of grouping price items together. For example a price group called ‘General English’ could consist of GE15, GE20 and GE25 lessons in order to apply a special rate of discount/commission. Item This provides a method of giving…

> Read More

Why is my agent commission not showing on the commission report for a particular student?

…only the proforma has been produced the commission will not appear. Also, check the finance screen within the enrolment to make sure there is a value in the commission column. And lastly, check that the agent has not been set as a Gross agent. There is a helpsheet (no.HS002) which covers this. Please click on the following link to view or download helpsheet – HS002 Agent – Commission not included in report.docx or please watch the vid…

> Read More

I need to mailshot/email a list of agent?

…ng the information that you are wanting to send the agent. Then within the agent quick reports you would create a report to pick up the agents that you are wanting to mailshot/email, and from this report you then have the option to select “Send Document” attaching the document you have created and either printing the document or email it from Class. This will then be recorded in the agents profile documents. There is a helpsheet (no. S…

> Read More

What does the agent room allocation enable me to do?

…y have setup an availability list for a specific residence that defines how many beds are available on any given day throughout the year. It is these numbers that are used as a basis for allocations to agents. There is a helpsheet (no.SQL216) which covers this. Please click on the following link to view or download helpsheet – SQL216.net Agent Room Allocations.doc  …

> Read More

How do I add a price group to an agent?

…Price groups are applied to the Agent record via the Finance Details>Pricing. There is a helpsheet (no.HS095) which covers this. Please click on the following link to view or download helpsheet – HS095 Agent – Pricing – Discounts & Commissions.docx  …

> Read More

I need a report to show me student course numbers by agent country?

…This can be produce in Class using the Enrolment Booking Statistics, this will show number of student that have been booked for a particular date frame based on agent/country. There is a helpsheet (no.HS112) which covers this. Please click the following link to view or download helpsheet – HS112 Statistics – Enrolment – Student Numbers by Agent.docx or please watch the video below demonstrating this process….

> Read More

I need to see the number of student bookings produced by one agent?

…Within the agents profile you have a “Statistics” tab, here you can produce the figure for that particular agent showing student numbers for a specific period. There is a helpsheet (no.HS169) which cover this. Please click on the following link to view or download helpsheet HS169 Statistics – Individual Agent Statistics.docx – or please watch the video below demonstrating this process….

> Read More

I need to produce a list of agents to email a mailshot?

…type quick report, add the fields and criteria to the report including the agent email address a (so that you can see agents that you might not have email address for). Then select on ‘Search’ to display all the Agents that match the selected criteria. You will then have the option to select ‘Send Document’, search and select the document that you have prepared to be sent to the selected agents. Then select your ‘Send…

> Read More

What is the difference between Commission and Discount?

Commission is when you invoice an agent “gross” and the agent pays you the “gross” value. the Commission is then reserved for payment at a later date. and Discount is when you invoice an agent “net” of his discount and he pays you the “net value keeping the “discount” for themselves. There is a helpsheet (no.SQL009) which covers this. Please click on the following link to view or download help…

> Read More