How do I manage commissions in Deal Manager, including setup, review, and automated handling?
Managing commissions effectively in Deal Manager requires navigating specific settings and understanding automated system features. Below is a comprehensive guide to help you configure, review, and manage commissions efficiently.
Setting Up and Reviewing Commission Options
To review and configure commission options available in the app:
Accessing Settings: Navigate to the settings section within the application: - Go to Company Settings > Deal Settings > Voyager Config > Advanced Commissions. This is where the available commission options are displayed.
Standard vs. Mapped Commission Options: Standard options, including the Voyager asset code mapped for commissions, can be reviewed under Deal Settings > Voyager Config > Deal Config. This configuration helps you determine which commission settings align with your operational needs.
Mapping and Automatic Handling of Commissions
For commissions to work seamlessly within the Deal Manager without additional manual mapping:
Automated Mapping: Commissions do not need to be manually mapped as costs in the Deal Manager. The app automatically recognizes commissions entered on a deal and processes them without further action needed.
Creating Jobs in CM: If commissions are entered on a deal, the app can auto-generate a job in the Construction Manager (CM) system. Ensure that the 'Create Voyager Jobs' flag is enabled to activate this feature.
This setup allows Deal Manager to handle commission-related workflows efficiently without requiring extra configuration steps.
By following these guidelines, you can ensure that your commissions are set up and managed effectively in Deal Manager. The automated features, combined with advanced configuration options, provide a streamlined approach to commission management.