Adding a commission agent

In order to add a commission agent:

1. In the Maintenance Menu, select the Agent Option.

2. Select the New Agent button located in the top right corner.

Table of commission agent

You will then be required to capture the details of the commission agent, as the first step in the workflow.

To read up on setting up commission rules, navigate to the next page.

Capturing the Agent's details

Firstly, determine whether the agent is an SA citizen or foreign national. Thereafter, enter the agent's personal details: i.e. Name , Surname, ID number / Passport Number.

Once that is done, you must assign the branches eligible for the new agent to earn commission under

Attach supporting documents by selecting the : A portrait, an arbitrary attachment (maximum of 3) and the agent's signature.

Step 1 - Capturing Agent Details