9. Commissions‎ > ‎9.1 Setup‎ > ‎

9.13 Create Sales Agent Groups

Sales Agent Groups are recommended when you have one single commission plan that applies to a number of sales agents. For example, your organization might have a 'Gold Commission Plan' that applies to sales agents A, B & C and another commission plan say 'Silver Plan' that applies to sales agents X, Y and Z. This would be an ideal situation to utilize the sales agent groups. Agents A,B&C would be in Gold group and Agents X,Y and Z would be in the Silver group.

  1. Navigate to Commissions >> Sales Agent Groups

Figure 1 shows the navigation to sales agent groups

    2. Click on "Create New Biller Group"

Figure 2 shows how to create a new biller group

    3. Enter the Group Name, Enter a unique Group Code and mention some notes if needed

Figure 3 shows the fields required to create a sales agent group

    4. This will create a new Sales Agent group.