Make a program

Press New program.

Program: give it a Name, and if you wish a Price list and a Description.

Runs: the From date and the To date, or tick No end date.

Discount & tiers: choose the Discount type (Percentage or Fixed) and What a tier counts: the agent's sales value in the quarter, or the quantity of one item on one order. Fill the first tier and press Add tier for the next. Each tier has its discount and its Commission %.

Who: choose Who sees it: Assigned only, Agents can see it or Agents can see it · join on request. You may name Agent groups.

Items: leave All items, or press Add items; you may also choose Item groups and Excluded items. Press Save.

Tiers may not overlap: each tier must start above where the one before it ends. The last tier may be left open ("and above").

An agent is put in a program on the agent's own form, in Program. When agents may join on request, their requests wait under Join requests: press Approve or Decline. A declined request is kept.

The list and a program's own page

The list has four views: Active, Scheduled, Ended and Archived. Each row shows when the program Runs, how many Agents are in it and its Status. Press a program to open it over the list. Its head has Edit and More ▾ (Duplicate, Archive).

Tab	What it holds
Overview	The Terms of the program and the Agents in it.
Tiers	Every tier with its discount and commission.
Join requests	The agents who asked to join, and what was answered.

Programs for sales agents: Join requests

Before: Sales agents

Programs for sales agents

Make a program

The list and a program's own page