Create Concession template for dropdown menu
Brokerage Engine
21 steps
2 minutes
Create Concession template in Library
1
Click "Transactions"
2
Click "Commission"
3
Click "Commission Schedules"
4
Click "Commission Schedule Library"
5
Click "Toggle Dropdown" next to the fee bank button
6
Click "Concession Library"
7
Click "Add Concession Library"
8
Name of the template (displays in dropdown list on transaction)
Tip! What you type in description field is how the item will display on the CDA or agent breakdown
9
Type in the concession description name
10
Enter reason for the concession (its ok to copy paste the description to this field)
11
Select where this fee needs to be charged/deducted from
12
Enter default amount for concession
Tip!\ You will be able to adjust the amount when added to the transaction regardless of setting a default amount.
13
Click "Save"
14
Click "OK"
Verify new Default Template is available
15
Click "Pending"
16
select any pending transaction
17
Click "Commission Detail"
18
Click "Concession"
19
Click "Add Concession"
20
Verify you see newly created template in library dropdown field
21
Click cancel and exit out of transaction
Create Concession template for dropdown menu
Brokerage Engine
21 steps
2 minutes
Create Concession template in Library
1
Click "Transactions"
2
Click "Commission"
3
Click "Commission Schedules"
4
Click "Commission Schedule Library"
5
Click "Toggle Dropdown" next to the fee bank button
6
Click "Concession Library"
7
Click "Add Concession Library"
8
Name of the template (displays in dropdown list on transaction)
Tip! What you type in description field is how the item will display on the CDA or agent breakdown
9
Type in the concession description name
10
Enter reason for the concession (its ok to copy paste the description to this field)
11
Select where this fee needs to be charged/deducted from
12
Enter default amount for concession
Tip!\ You will be able to adjust the amount when added to the transaction regardless of setting a default amount.
13
Click "Save"
14
Click "OK"
Verify new Default Template is available
15
Click "Pending"
16
select any pending transaction
17
Click "Commission Detail"
18
Click "Concession"
19
Click "Add Concession"
20
Verify you see newly created template in library dropdown field
21
Click cancel and exit out of transaction
