Search results for "agent"

…ents 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 an ad…

…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 covers this. Please click on th…

…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 video below demonstra…

…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. SQL037) which…

…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  …

…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  …

…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….

…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….

…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 By’ method (Email), and tick…

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 helpsheet – HS009 Agent – Difference between Discount & Co…