This area is used to setup franchise fee (marketing group) calculations for both Department and Sales person’s commission deductions.
 

The screen is split into two areas – the top Grid List of records area displays current Departments, whilst the lower area is the Selected Record Display.

1.       Click on the Administration button.

2.       Under Agency Settings, select the Departments option.

3.       If multiple Agencies are applicable, select the relevant Agency from the Agency Drop Down

List in the upper Task Bar.

4.       A Departments Active Window will appear. 

5.       Select the Franchise Fee tab.
 

1.       Select either the Settled Sale or Written Sale Option Button for the Calculation Type. This

indicates whether the settled sales or written sales are to be used in the calculation for the Franchise fee period.

2.       Select the appropriate Calculation period from the Drop Down List e.g. Calendar Year,

Financial Year or Quarterly.

3.       In the Calculation method select the Fixed yearly percentage Option Button if applicable

and then enter the Yearly % percentage,

4.       or select Fixed yearly amount Option Button if applicable and then enter the Yearly Amount,

5.       or select the Use Sliding Scale Option Button if applicable and then left Click into the Amount

column and enter the first level amount. e.g. $10,000

a.       Press the <Tab> key and enter the Percent applicable to this level in the percent

column. e.g. 2.5.

b.       Repeat process until all levels and percentages have been entered. Note: Please

ensure that the highest level amount is entered as 999999999

c.       To display all records in ascending or descending order, simply left click on the

          appropriate column heading.
 

Note: The sliding scale applies to both the Department Calculation and  Sales Person Commission Deduction sliding scale options.

6.       Select one of the three following options to indicate the Deduction Method that will be used to

affect the Salesperson’s Commission.

7.       Indicate the appropriate Per Contract Calculation Method by selecting one of the following

options.

a.       Select the Fixed percentage Option Button if applicable and then enter the

Fixed % percentage.

b.       Or select Fixed amount Option Button if applicable and then enter the Fixed

c.       Or select the Use Sliding Scale Option Button if applicable. (See 4 above).

8.       Click on Save and Close to save the information entered, alternatively click on the X at the
          top right corner of the screen, a message will appear “Do you want to save changes? Select
          Yes, No or Cancel accordingly.