Commission calculation module

Modified on: Tue, 21 Nov, 2023 at 8:11 AM

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Commission processing

The Commission processing module provides you with the following options:

  • Calculation of commissions
  • Check of the calculated amounts 
  • Tracking paid and payable commissions to your partners

Setup

In order to set a default commission percentage for a partner, navigate to menu Company -> Search Company. Use the search tool to find the respective company profile to edit, or create a new profile. The default commission percentage is added in the 'Commission' section. Please make sure you select which revenue groups will be included in the calculation.

Usage

To open the commission processing module, navigate to menu Company -> Commissions

Use the available filters to find the bookings having a commission.

  • Arrival period - shows the bookings having an arrival date in this period;
  • Departure period - shows the bookings having a departure date in this period;
  • Payment period - shows the commissions with a payment date in the searched period (more details below);
  • Company - shows the bookings with a company profile selected in their settings;
  • Checked- filters commissions based on the status of the 'Checked' option:
    • All - shows all commissions, regardless of the selected option;
    • Checked - shows only the commissions marked as 'Checked. The purpose of this status is to indicate if you have checked the commission amount for this booking and it is correct.
    • Not checked - shows only the commissions not marked as 'Checked;
  • Paid- filters the commission based on the payment date value: 
    • All - shows all commissions regardless of the value
    • Paid - shows only the commissions having a payment date
    • Not paid - shows only the commissions not having a payment date
  • Booking- filters the commissions based on their booking status:
    • Active (combines the Expected, Checked-In and Checked-Out statuses)
    • Expected
    • Checked-In
    • Checked-Out
    • No Show
    • Cancelled

Click on the 'Search' button to see the commissions based on the search filters.

Note: The user needs to have the 'Commission processing: Edit' user right granted in order to be able to manage the commissions.

To calculate the commission of bookings:

  • Select the desired bookings or use the quick button to select all the bookings from the list;
  • Through the button in the upper right corner, select the 'Calculate commission' option. The calculated amount for each booking will be based on the total amount of the charges of the revenue groups selected in the company profile/s settings.

You can use the rest of the options from the above image to quickly mark the selected commissions as:

  • Checked
  • Not checked
  • Paid (will use the current calendar date as the payment date)
  • Not paid (removes the payment date)

Click on the 'Edit' button to update the details of the commission, including entering a custom commission as an absolute value and adding a note about this commission. 

Important: The commissions processing module is designed as an informational tool and will not affect any charges, folios or reports.

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