Creating a new transaction fee user/freelancer incentive rule

This topic explains how to create a new transaction fee incentive rule for users/freelancers, which is used to determine the incentive that is awarded for transaction fees in the Reservations System.

• How

1. Go to Business Rules – User/Freelancer Incentive.

   

2. Click New Item.

   The New item page is displayed.

     

3. In the Recipient section, define the incentive recipient by selecting one of the following:

   • User and the user name from the drop-down list

   • User type and the user type from the drop-down list

   • Branch and the name of the branch from the drop-down list

4. In the Incentive Type section, select Per Transaction Fee.

   The Parameters and Amount sections are automatically updated.

   

5. In the Parameters section, define the parameters of the user/freelancer rule using the table below.

   Field	Description
   Direct Sale	Select this option if you want to apply the incentive to direct sales.
   Agent/Corporate Client Market	Select this option, and then select either a travel agent/corporate client or a market, if you want to apply the incentive to travel files opened for either a travel agent/corporate client, or for a market.
   Transaction Fee Event	Select the transaction fee event from the drop-down list.
   Service type	Select the service type associated with the transaction fee from the drop-down list. This field is enabled only if you select a service related transaction fee event, such as Add Service.

6. In the Amount section, select one of the following options:

• Percent: To calculate the incentive as a percentage of the profit or selling price. This is the default option.

• Amount: To provide a fixed amount as the incentive.

7. If you selected Percent:

1. Enter the incentive percentage.

2. In the Minimum and Maximum Incentive section:

   • In the Currency field, select the currency of the incentive.

   • In the Minimum Fee field, enter a minimum incentive fee.

   • In the Maximum Fee field, enter a maximum incentive fee.

   Click here for a detailed example. The following parameters are defined. The incentive percentage is calculated from the selling price. The minimum fee is 10 USD, and the maximum fee is 50 USD. If you have a transaction fee for 25 USD, the incentive should be 2.5 USD (10% of 25). However because the minimum fee is 10 USD, the incentive is actually 10 USD.

8. If you selected Amount:

   1. In the Value field enter a fixed amount, and select a currency.

   2. If the amount is per person in the transaction, select Per Person.

9. In the Validity section, define the validity of the incentive rule.

The incentive rule is only applied if a tax invoice is issued during this period. The system compares the issue date of the earliest voucher in the transaction (including cancelled vouchers) to the dates defined in this section. If no dates are defined the incentive rule is always applied. Rule validity can only be defined for future dates.

10. Click Save.

Related links

• Incentives Management

• Business Rules - User/Freelancer Incentives

• Creating a new service type incentive rule

• Creating a new travel file user/freelancer rule

• User/freelancer reconciliation with sales target levels