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Agent Setup

Complete guide to configuring agents before creating bookings.

Step 1: Enable Agent Company Type​

Company Maintenance → Company Profile

Configuration Steps​

  1. Open an existing company profile
  2. Set Company Type = Agent
  3. Save the configuration

System Behavior​

When Company Type = Agent:

  • ✅ Field "Agent Commission (%)" becomes enabled
  • ✅ Agent-specific features become available

When Company Type ≠ Agent:

  • ⚠️ Field remains visible but disabled
  • ⚠️ Agent features not accessible

Step 2: Configure Agent Commission​

Commission Field Settings​

Field: Agent Commission (%)

Configuration Rules:

SettingValue
Allowed Range0% – 99%
Default Value0%
Industry Standard15%
Maximum CapNo limit enforced

Per-Agent Commission​

Each agent can have a different commission level:

  • Agent A: 10%
  • Agent B: 15%
  • Agent C: 20%

This value is used in all commission calculations for that specific agent.

Example Configuration​

Company Name: Travel Partners Ltd
Company Type: Agent
Agent Commission: 15%

Step 3: Exclude Transport from Commission​

Field Configuration​

Field: Exclude Transport from Commission (Checkbox)

Purpose​

Excludes transport costs (flights) from commission calculation, commonly used for sailing products.

Rules​

If Enabled (Checked):

  • ✅ Transport cost excluded from commission
  • ✅ Pickup cost also excluded (if applicable)

If Disabled (Unchecked):

  • Commission calculated on full booking amount including transport

Calculation Impact​

Example with Transport Exclusion:

Booking Total: £1000
Transport Cost: £300
Pickup Cost: £50

Commission Base = £1000 - £300 - £50 = £650
Commission (15%) = £650 × 0.15 = £97.50

Without Transport Exclusion:

Booking Total: £1000
Commission (15%) = £1000 × 0.15 = £150

Step 4: Agent Users & Login Setup​

Requirements​

Each Agent company must have:

  • ✅ At least one Company Client
  • ✅ Email configured for login

Email as Credential​

The email of the company client is used as:

  • 🔑 Username
  • 🔑 Login credential

Multiple Users​

Multiple users can be connected to the same Agent company.

All users share:

  • Same commission level
  • Same company profile
  • Same booking visibility

Example Setup​

Agent Company: Travel Partners Ltd
Commission: 15%

Users:
- john@travelpartners.com (Agent User 1)
- sarah@travelpartners.com (Agent User 2)

Both users:
- Get 15% commission on bookings
- See all company bookings
- Use same Agent Portal

Configuration Checklist​

Before creating agent bookings, verify:

  • Company profile exists
  • Company Type set to "Agent"
  • Agent Commission (%) configured
  • Transport exclusion decision made
  • At least one Company Client added
  • User email(s) configured
  • Agent Commission Account configured in accounting

Common Configuration Scenarios​

Scenario 1: Standard Agent​

Commission: 15%
Transport Exclusion: No
Use Case: General travel bookings

Scenario 2: Sailing Agent​

Commission: 15%
Transport Exclusion: Yes
Use Case: Sailing trips where flights handled separately

Scenario 3: Premium Agent​

Commission: 20%
Transport Exclusion: No
Use Case: High-volume partner with negotiated rate

Next Steps​

Once setup is complete:

  1. Test agent login at Agent Portal
  2. Create a test booking
  3. Verify commission calculation
  4. Check accounting entries

Proceed to Booking Process →