What is a Parent Commission Template used for?

A Parent Commission Template acts as a centralised “master” commission structure. It defines the Commission Charges and Rates that can be applied across multiple User Commissions or Site Commissions.

Create the Parent Commission Template for Users

Note: You create a Parent Commission the same as per any User or Site Commission.   The only difference is that you don't stipulate the relevant Users.  

1. Give the Parent Template a Name
2. Select "This is a Parent Template"
3. Select the Commission Application options as per any User or Site Commission Template.
4. Then enter the Commission Items. For more information please see Create a User Commission Template or Create a Site Commission Template on how to add Charges and Rates to Commission Templates.

Note: To update the percentage or fixed amount in bulk, click the icon. A window will open showing all items that match the current value. Enter the New Percentage >> click Apply >> Click Yes.

Once applied, the change will be reflected across all items as follows

Update Existing User or Site Commission Templates to the new Parent Template

Note: The below example showcases an organisations restructure to a more simplified commission structure:

1. Select the Template you wish to update.  Below I have a User Commission Template that I wish to update the Charge Types and Rates on.  The below image shows the existing Charges and Rates for this Template:

2. Select the Parent Template you wish to apply to the Template >> the Items that will have Commission Applied is updated to the Parent Template rates immediately. You no longer need to edit each line against each Commission Template.

3. Repeat the process to any other Templates you need to update.