Agent Dashboard > Agent Profile Tile > Edit Agent Details Icon
Marketing Menu > Agent Listing screen > +Agent Button
These screens will allow you to add/edit the information about the Agent. You can find these screens under:
Note -The Overseas Address tab will only appear if the Offshore Agent checkbox is selected in the Details tab. In this section, you can enter the agent's overseas address.
If the Agent is set to Pay Commission and has selected the Commission template, the system will generate an agent commission invoice.
Note - Below tables will give you an explanation of details tab and other tabs (contact information, local address and overseas) are self explanatory tab where you add contact information and agent's address
Details Tab
| Field | Explanation |
|---|---|
| Agent ID | The legal name of the Agent (if different from their organization or brand name). |
| Agent Code | The Agent Code (usually an abbreviation for reports). It Cannot be left blank. |
| Agent Name | The Name of the Agent (generally the name of the Agent’s Organisation). It Cannot be left blank. |
| Legal Name | The legal name of the Agent (if different from their organisation or brand name). |
| ABN | You can enter the Australian Business Number in this field. |
| ACNE | You can enter the Australian Company Number in this field. |
| Offshore Agent | Select this tick box if the agent is offshore (overseas). |
| Agent Type | This user code is derived from the code created in TEAMS. You can select the agent type from the dropdown menu. |
| Agent Links to all Campuses | If your RTO has multiple campuses then you can select this tick box. |
| Campus | You can select the specific campus from the dropdown field. This field will be visible if the Agent Links to all campuses check box is un-tick. |
| Is the agent active? | Selecting this checkbox will ensure the agent does not appear in new applications. |
| No Longer accepting new Applications | You can select an optional commission template from the dropdown field |
| Account Manager | Tick this box to pre-deduct the commission when generating receipts for students. |
| Marketing Source | Selecting this checkbox will display additional fields related to commission payments: Commission Template: The default commission assigned to the agent. Optional Commission Templates: A list of available commission templates, allowing you to select an alternative option. Note: If the agent is set to “Pay Commission” and a commission template is selected, the system will automatically generate an agent commission invoice. |
| Region | This user code and based on the user code created in TEAMS, you can select the region from the dropdown. |
| Contract Expiry Date | Agent’s contract expiry date. |
| Charge GST | Select this tick box to charge GST on the agent’s commission. |
| Pre-deducted commission | If you select this tick box, the system will show different fields related to paying the commission Commission Template – This will be the default commission set for the agent Optional Commission templates – This will show you the commission’s list from which you can select any optional commission. Note: If the Agent is set to Pay Commission and has selected the Commission template, the system will generate an agent commission invoice. |
| Pay Commission | This is user code is derived from the code created in TEAMS. you can select the marketing source from the dropdown. |
| Optional Commission Template | You can select optional commission template from the dropdown field |
| Vendor Code | Enter the Vendor code of the agent in this field |
| Purchase Order No | Enter the Purchase order number of the agent in this field |
| Purchase Order Amount | You can enter the Purchase order amount in this field |
| Agent Login | You can enter the Agent Login ID in this field |
| Agent Admin Password | You can enter the Agent Admin password in this field |