Agencies

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Agencies

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WORK IN PROGRESS - Please understand that we are actively rewriting much of our documentation and this page is currently "under construction"; if there's anything that you'd like to see added to and/or expanded upon, please let us know by sending us a smile.

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Layout

The agencies window shows you a list of all agencies entered into the system. It can be accessed from Settings.

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Main Menu


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Columns

Standard


Additional


Update of Archiving and Trashing abilities in the Agency window inside of Settings.

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We now have two levels of removal (Archived and Trashed) from the Agency window for better file management. Each of these can be returned to an active state with the Un-Archive and Un-Trash ability that you will only see in a context menu of an agency that can be...

Merge and Multi-Select:

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Merge, will move all allocated areas assigned from the original sales commission to the merged one, you assign it to, and then deletes the original sales commission selected.

Multi-Select, allows you to Shift/Left click or ctrl/left click to gather a few commissions and right click to open the Context menu and apply to all highlighted.





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Agency

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The agency window contains all of the information about each agency.

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Contact Info

You will see two address sections in this tab. The first is the physical address of the agency. It can also be the mailing address for invoices.

However, if the agency uses a P.O. Box for their mail, you have the option to add a second billing address. Uncheck the box next to the world "Same" in the Billing Address section to enter the billing address.

The phone section allows you to store a phone and fax number for the agency.

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FAQ

Is there a way I can set up a Customer with the RevenueSource of "Regional Agency Net" to always be 0% AgencyCommission or do I just have to manually do it within each Contract?


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