When a merchant is approved use the Merchant Commission Breakout form in Assign Commissions to assign Sales/Lead Source users and their payment percentage. Users assigned to a merchant can view the merchant’s information and reports. The payment percentage is applied when monthly residual reports are calculated.
Alternatively, if there is a lead that was not linked during the application process, use the Assign Lead tool to link post-approval. Confirming the link prompt will apply the lead source user and their default payment percentage to the Merchant Commission Breakout form.
Assign Commissions via Merchant Commission Breakout Form
Who can access this tool?
Office Staff user with Admin access and the Commission option checked “Yes”
When to take action
New Merchant is approved: Assign User and Payment Percentage
Change Assigned User
Change Assigned Payment Percentage
Where is "Assign Commissions"?
Select the orange Administrator tab and select Assign Commissions in the Finance admin menu.
Instructions
Log into PulsePoint. At the bottom left click the Administrator tab. Click the Finance tab and click the Assign Commissions button. If needed, use the Search bar above the table to search by Merchant ID or DBA. To the right in the record click the icon in the Edit column to open the breakout form. In the Merchant Commission Breakout Form locate the commission assignment you'd like to update and click into the field to open a searchable menu. Select the user you want to assign and then click into the corresponding percentage field and type the percentage amount. Complete each assignment as needed then click Save.
“Gross” Check Box
The Gross checkbox can be used to create a new gross bucket and net bucket among the payees.
For example: $100 is in the profit bucket to be split. Ref 1 gets 20% with the gross box checked and Sales 1 gets 50% with gross box unchecked. With the gross box checked Ref 1 is calculated first. $100 * 20% = $20.00. $80.00 remains for the net profit bucket and Sales 1 gets 50% of the net. $80.00 * 50% = $40.00.
Troubleshooting
User is not appearing as option in Merchant Commission Breakout Form menu.
Type the first four characters of the user’s name in the User menu to generate a list of users to choose from
Assign “web access”: Go to Admin > Sales/Lead Sources > Edit User > Check “Web Access” > Select [Save]
Call Fidano customer support at 877.844.0032
The user is unable to access the Admin area
Check User to see if they are an Office Staff user by going to Admin > Office (only Office Staff users have Admin access) If not present go to 2nd and if present the 3rd
Create a new “Office Staff” profile by going to Admin > Office > [Add Staff]
Remove the Office Staff user’s restriction to the Admin area by going to Admin > User Permissions > Check user box > Select [Modify Permissions] > Uncheck Box > Select [Save]
You are unable to access Assign Commissions
Go to Admin > Office > Edit user > Check “yes” for Commissions
If you cannot perform the 1st solution speak to your supervisor
You are unable to find the merchant record
Clear search bar and filters then try again
Make sure the Merchant is approved
Contact Fidano support if the merchant is approved but still not showing four plus hours after approval at 877.844.0032
You need to remove a user’s access to these tools
Admin > Office> Edit user > check “no” for Commissions > select [Save]
Assign Lead to approved merchant
Use Assign Lead to link a lead to an approved merchant. The Lead Source assigned to the lead will be assigned to the Merchant Commission Breakout form along with their payment percentage when the link is complete.
Who can access this tool
Office Staff user with Admin access and the Commission option checked “Yes”
Where to go
Admin > Assign Leads > “Edit” icon >Search for Lead > Select Lead > Select [Ok] > Select [YES] to confirm When to take action
New Merchant is approved but lead was not linked to the application
Use a lead to Assign users and Payment percentage to new merchant
Instructions
Log in to PulsePoint. At the bottom left click the Administrator tab. Click the Finance tab and click the Assign Commissions button. Select Assign Leads. In the table search for an Approved merchant and select the Edit Icon. Use the Search Bar at the top right of the pop-up window to search for a lead’s name. Select the Lead you want to link and select [OK]. Read the confirmation window and select [Yes] to complete the link and accept the Commission Assignment.
Troubleshooting
You are unable find the merchant
Clear search bar and filters then try again
Make sure the Merchant is approved
Contact Fidano support if the merchant is approved but still not showing four plus hours after approval at 877.844.0032
Check to see if the merchant is already linked to a leadGo to Merchants tab, locate the merchant, select the Contact Information Iconand if Lead info is in the Lead Information section there is already a lead assigned to the merchant.
If a Merchant is approved and not linked to a lead and still cannot be found contact Fidano Support at 877.844.0032
You are unable find the lead
Go to Merchants tab, locate the merchant, select the Contact Information Icon and if Lead info is in the Lead Information section there is already a lead assigned to the merchant.
Go to the Leads Tab, edit the lead, and update to an “Active” status
If Lead is not linked and has an “Active” status contact Fidano Support at 877.844.0032