Defining Partner Agreement Set Up

This article will guide you on how you can input agreement and contract details for each partner.

You can add the agreement and contract details for each of the partner so you can have all the contract details like Contract Expiry Date, Representing Regions, Commission Percentage and Default Super Agent.

Follow the following steps in order to do so: Also make sure you have the permission to edit the partners details.

Step 1: Select Partner from the dashboard.

Step 2: Select the partner from the list whose agreement details are to be added.

Step 3: Open the partner profile by clicking on the name of the partner.

Step 4:Click on the Agreements tab.

Step 5: Add the details of the contract on this page.

Contact expiry date- represents the date when your contract with the particular partner gets expired.

Representing Regions- records from which region of the world you can recruit the student from and represents the partner. You can add single or multiple regions. This will guide your counsellor to suggest the courses to the student.

Commission percentage- represents what percentage of the total sale you claim from the partner. The commission percentage set is reflected in the product fee and the revenue in sales forecast section of the application or interested service is calculated automatically on the basis of this commission percentage. This is also reflected while creating commission invoice.

Default Super Agent- Incase you do not have direct tie up with the partner you can go through the SuperAgent. The previously added SuperAgent can be selected from here. You can see such information in the service page as well while searching the partner and product. In case of adding application for such partner the SuperAgent are added automatically in the application.

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