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Summary
An agency referral is a commission rule that will also compensate an agency other than the selling agency.
Commission rule
No net billed or gross commission is attributed to the agency receiving the referral. The referral can be a deduction, subtracted from the selling rep's commission, or an override, paid in addition to the selling rep's commission.
- Scope: Setup at the agency, account, account group level.
- Use: Pay a referral commission to another agency.
- Example: An account base was transferred and the original owner gets an override.
- Example: An existing agent refers a new agent on the condition of receiving a 1% override.
- Example: An agency has a "mentor" agency that gets 10% of their commission.
- Example: An online lead generation company sends customer leads and gets 25% of the selling agent's commission as a fee.
- Example: In addition to the selling rep, a sales engineer or other support role is involved in selling to an account, and some type of compensation is due (either a referral deducted from the selling rep's commission or an override paid in addition to).
- Referrals at the agency level may have sales certain suppliers excluded. This is not an option for referrals at the account and account group level since they belong to only one supplier.
- A referral may be called "incoming" in the context of the agency being paid.
Precedence
Agency referrals of the same type (deduction, override) will supersede an agency referral of a more generic scope. Example: A 5% override setup at the account level will supersede a 10% override at the agency level if that agency sells into that account.
Security
Staff users
- Adding and editing agency referrals requires the "Edit agency schedules " privilege.
Agent users
- Agent reps see referral deduction amounts on items they've sold.
- Agent managers see incoming referral amounts.
- Agent managers see the details of the items paying incoming referrals if their agency has the "See full referral item details" permission.
Modules
- The agency referral requires the "Commissions" module.
Adding an agency referral
Start from the page that represents the scope of the referral, the account details, account group details, or selling agency details page. This means referrals are not setup from the details page of the agency receiving the referral. In the referrals box on that page click "Edit".
- This page was last modified 19:43, 6 Feb 2008.
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