(insurance agency) I have agents that work through our agency. Products that they sell, commissions are paid directly to agency. I pay agents a % of commissions received. Want to track cust, agent pay automatically. Any suggestions? I currently set up customers for each insurance company. I set up items for each cuustomer I receive commissions from. Feel like I have to do double work and too much tweaking to try to get the information I need.
When you get the commission check, does it identify the agent that made the sales for the check?
I don't have a reply but I am going through the same scenario. I will keep watching for a reponse to your great question.
@ from
State your scenario and lets see what can be done
what part of Texas, I'm the heart of the hill country
" I currently set up customers for each insurance company. I set up items for each cuustomer I receive commissions from. "
I would set up the Items as the type of policy or whatever it is you really sell.
Customer can be insurance company; Job would be actual insured name, if it matters to you. Sales forms would be processed at Customer:Job level.
Agents would be Sales Rep, and now you have the ability to use the Sales Rep reports and functions for commissions.
