Applying commission rules to schools is essential for tracking and visualizing your financial gains within Ally.
Important!
To apply commission rules to a school, you must have an existing link with the school.
You can create a new school, duplicate an existing one, or add a link to an existing school in your system.
STEP 1 - Access
Go to Quote > Educational Institutions in the top menu.
STEP 2 - Adding the Rule
Click on "Add".
A window will open for you to select the desired commission rule.
After choosing the rule, click "Add Rule" to save it.
STEP 3 - Editing Commission Preferences
To adjust the preferences for the selected rule, click the blue gear icon.
A window will open where you can edit the commission distribution preferences.
STEP 4 - Adding a Specific Commission for Certain Courses
Ally allows you to set specific commission rates for individual courses at a school, creating exceptions to the general rules.
Steps:
Click on the school name you want to update.
Click "View Values" for the desired campus.
A list of courses for that campus will appear.
Locate the specific course and click the Pencil icon in the Commission column.
Enter the desired percentage.
Click "Yes, Update it!" to apply the changes.
Example Use Case:
If your default commission rate for a school is 10%, but you want to offer 15% for a specific course, you can easily override the default rule by following Step 4.
If you still have questions, please contact support or reach out via WhatsApp.