Offline Agents

• Agents may book your products on behalf of their customers and can receive a commission.

• Offline Agents’ booking requirements are usually communicated to you via telephone, email or fax.

• Offline Agent bookings may be made on Account (i.e. an invoice is sent to the Agent for the cost of the booking), paid by the customer, or paid up front by the Agent.

• An Offline Agent may not book your products on behalf of a customer via any online distribution channels.

View Offline Agents

1. Click on the Marketing tab and click on Offline Agents from the left hand menu. The screen defaults to a Summary view of Offline Agents previously entered.

2. If you cannot see the Agent you require in the list displayed, enter the Agent’s name in the Agent’s Name field (or at least 2 characters), and click on the " Search" button.

3. A list of Agents matching the search criteria will be displayed.

Add Offline Agent

1. In Marketing, click on Offline Agents from the left hand menu, then New Offline Agent.

2. Enter the Agent’s details, including Commission, see below for further information on commission.

3. Click on the "Save" button.

Set or Modify Offline Agent’s Commission

There are two types of commission that can be applied to an Offline Agent. (Note that the General Settings for your business must record that different Offline Agent Commission is allowed for each Product in order to enter Product Type Commission. SEE ALSO View/Edit General Settings for further information.)

1. The Default Commission is a commission level is applicable for all the bookings made in Res on behalf of the Offline Agent.

2. The Product Commission is a specific commission level which can be applied to each different Product, and then overrides the Default Commission for that Product. If no commission level is set for a specific Product, the Default Commission level is applied.

Product level commission can only be applied if the “Allow different Agent commission for each Product" option has been selected in General Settings section of Manage.

1. In Marketing, click on Offline Agents from the left hand menu.

2. Search for the Agent.

3. Click on the (Edit) button beside the relevant Offline Agent's name or Search for the Agent first.  

4. In first Commission field, enter the Default Commission level that will be charged unless a Product Type Commission level is specified. If you wish to only use Product Type Commission levels, enter "0" as the percentage figure.

5. In the second Commission field at the bottom of the screen, enter the amount of commission to be charged for each Product (if any)

6. Click on the "Save" button.

Edit Offline Agent's Details

1.  In Marketing, click on Offline Agents from the left hand menu.

2. Click on the (Edit) button beside the relevant Offline Agent's name or Search for the Agent first.

3. Modify the fields as required.

4. Click on the "Save" button.

Delete Offline Agent

1. In Marketing, click on Offline Agents from the left hand menu.

2. Click on the (Delete) button beside the relevant Offline Agent's name or Search for the Agent first.  

3. Click Yes to confirm that you wish to delete this Agent.

You will no longer be able to place bookings for this Agent.