Create a commission structure

A commission structure specifies the commission rates that you pay to commission earners. You can create a commission structure that assigns commission to accounts, subscriptions or a specific charge type, for example, a sign-up bonus or international calls.

When you create a commission structure, ensure that you create a default rule for the commission raised on any charge type on any service, even if that commission is $0. Smile uses this default rule for processing purposes.

To create a commission structure for a leading commission, ensure that the initial invoice contains a line item that triggers the commission payment. For example, to pay a leading commission on a service that does not have a setup charge, create a $0 setup fee for the service that is not printed on the invoice. After you create the setup fee, create a commission structure that pays commission on the setup charge.

This task explains how to create a commission structure.

  1. On the Smile menu, click Configuration.
    The Configuration and Tools page is displayed.
  2. Under User Management, click Commissions.
    The Commission Configuration page is displayed.
  3. Click New Commission Structure.
    The Commission Configuration page is displayed.
  4. Complete the following fields:
    • Name—Specifies the name of the commission structure.
    • Commission payment delay—Specifies the period of time between when the invoice is paid and the commission is raised.
    • Commissions are paid for—Specifies the length of time to pay commission after the account or subscription is created. If you leave this field blank, Smile pays commission indefinitely.
  5. (Optional) Tick the Only pay commissions to subscriptions on contracts checkbox.
    If you select this option, Smile pays commissions only on accounts or subscriptions that are under contract. The commission ends when the contract ends.
  6. Click New rate.
    The Commission Service page is displayed. This page lets you define a commission rule.
  7. Select the service to apply the commission to in the Service drop-down, and click New charge type commission rate.
    For example, select Any service to create a default rule for every service.
    The Commission Rate page is displayed.
  8. Complete the fields on this page. The following field names require additional explanation:
    • Invoice display order—Specifies the order in which the commission rate is displayed on the RCTI. The commission rate with the lowest invoice display order number is displayed at the top of the RCTI.
    • Invoice description—Specifies the commission rate text that appears on the RCTI.
    • Sales report category—Specifies the sales report category that the commission rate is assigned to.
    • Discount/commission category—Specifies the sales report category of the invoice item the commission is raised against.
    Note: To raise a commission for a sign-up bonus, select Setup charge from the Charge type drop-down. To create a default rule for all charge types, select All charge types from the Charge type drop-down.
  9. Click Save.
    Smile returns to the Commission Service page.
  10. Repeat Steps 7-9 for each charge type you want to add to the commission, then click Save.
    The Commission Configuration page is displayed.
  11. Click Save.
    The Commission Configuration page is displayed. You can now assign the commission structure to an agent.