In this video, we will explain to you how to assign commissions to marketplace agents.
Transcript
Today, we will look at how to configure commission levels in Tour CMS. Different products can have different commissions, while at the same time, different agents can also receive different commissions for different products. To do that, we can group similarly commissioned products or agents together to allow for quick changes.
Step 1: Create Commission Types
Step one would be to go to Home Page > Configuration and Setup, and then choose the option Commission Types. Commission types allow us to group products by commission level. A commission type does not have any value or percentage associated with it; it is purely there for grouping products with the same commission level. In the case that all of your products have the same commission level, there is no need to create a commission type.
If you want to configure a commission type, it's very easy. You need to go to Create a New Commission Type, type the name you'd like to call it, and then click on Create, and it will automatically create it above. I wouldn't do it now as I already have my commission types created here. For the purpose of exercise, we use the "Standard" and "High Standard" commission levels.
Step 2: Assign Commission Type to a Product
The next step would be to go to Product Tours, choose the product that you would like to assign a commission type to, go to Setup and then Money Sales. Here, under the Agent Commission Type, you would be able to either choose it for the first time or change it, whichever way you prefer. You can change the commission type at any point, and it would only affect new bookings. In this case, I would change the standard, click on Save. Here we go, now we have a standard commission type associated with this tool.
Step 3: Create Commission Schemes
Step three would be to go back to Configuration > System and Setup, and here, instead of the commission types, we'll go to Commission Schemes. Commission schemes are used to group agents by commission. Each commission scheme defines the amount of commission an agent will receive for products of each commission type. If all of your agents receive the same level of commission, then you will only need to create one commission type.
For the purposes of our exercise today, we'll create a "Standard" and "Preferred" commission scheme. Similarly to the commission types, all you need to do is type in the name of your commission scheme and click on Create. I've already created my "Standard" one, which is right above, but in this case, I would go and just amend the name to my preference, and I will remove the agent from it. Again, once we've entered, we can change the name, tick or untick the Tax Reclaim as appropriate. And then we could also assign the level of commission that goes with each commission type linked within this commission scheme. So in this case, we could have 15% for a high standard, let's just say 10% will remain for the standard. Go down below and click on Changes.
The next step would be to go onto the standard and check our commission levels there. At the moment, we have a 7% and a 9%, so maybe we'd like to change that to a 10% and an 8%. Again, make sure to Save Changes at the bottom.
Step 4: Apply Commission Scheme to Agents
Step four would be to apply the commission scheme to agents. And to do that, you'd need to go to Travel Agents. Locate the agents you would like to apply a commission scheme to. I'll use this example of a test partner here. Click on Setup, and as you scroll down below, you will see the commission here. The default would be to go to "No Commission," and we would now go and choose the "Standard" for this agent. Make sure to Save All Changes at the bottom.
An agent without a commission scheme set up will not have any commission applied to their bookings, and that's just automatic in Tour CMS. Once you make any changes to the level of commission scheme that an agent has, this will only affect new bookings. And with that, we have set up our commission levels.