Commissions On Quotes

Overview

This module explains how to add and manage commissions for contacts directly on a quote in OpsDriver. Commissions set at the quote level automatically carry over into the booking, ensuring accuracy and eliminating duplicate entry.

1. Purpose of Commission Tracking

Use this feature to:

• Record and assign commission amounts tied to quotes

• Track which contacts helped generate a sale

• Ensure transparency and compensation accuracy across your sales or affiliate channels

2. Where to Find the Commission Section

Step-by-Step Instructions:

1. Open an existing quote.

2. Scroll down to find the Commission Section.

3. Click Add Commission.

3. Adding a Commission to a Quote

Instructions:

1. Select a contact from your organization’s contact list.

2. Enter the commission amount:

   • Currently supports flat-rate commission entries (e.g., $100).

3. Click Save.

The commission will now be associated with this quote and appear in the quote details.

4. Carrying Commission into a Booking

When the quote is converted to a booking:

1. Follow your standard Convert to Booking steps:

   • Select contact

   • Choose quote variation

   • Assign salesperson

   • Confirm payment details

2. After conversion, scroll to the Commission Section of the booking.

3. You’ll see that the commission has been carried over automatically.

No manual re-entry is needed.

5. Example Workflow

• A trip is quoted for a school heading to Six Flags.

• A sales affiliate (Alisa) helped secure the deal.

• You assign her a $100 commission directly on the quote.

• Upon conversion, that commission flows into the final booking without any extra effort.

6. Best Practices

• Always assign commissions before converting a quote to avoid extra steps.

• Use consistent naming or tagging conventions for commission contacts.

• Keep flat-rate agreements documented to reduce discrepancies.