Filter out $0 commissions in Bookings tab | Tern Feature Requests

Filter out $0 commissions in Bookings tab

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Carmine Cuckoo

On the Agency admin side, I would love for there to be a way to hide any sales that have $0 commissions. It's good to have the bookings logged to go towards sales numbers, but I don't want to see all the bookings that have $0 commission when keeping track of commission payments.

July 15, 2024

Molly Johnson

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We solved for this by allowing you to mark bookings as "not commissionable"! They'll still appear in sales numbers, but not in your commission dashboard when marked this way. Quick video explainer is here - https://www.loom.com/share/82f2d02830034e87b216fddcfdb8e8c7?sid=c5d5e8eb-3e32-4e0e-9b9f-fa9259a809e0

Canny AI

Merged in a post:

Omit $0 commission items from reporting

Moonstone blue Mollusk

I often add flights purchased by my clients so they can see their total spending, but it throws off my gross sales. My expected commission page is also cluttered up by activities with no monetary value.

September 10, 2024

Lapis lazuli Mammal

Can you add a payment and all it vendor direct? I do this in a current program I am using. I do this when clients buy anything on their own. I also use it for Royal Caribbean coupons that come off the trip price and where said coupon does not affect my commissions. For instance, a credit card coupon and Royal pays on full cruise amount and not the discounted amount.

Current Crab

Chexk Exclude them from credit card authorization

Official Dragonfly

Current Crab does that stop them from reporting, or just keep it off the Auth for the client. I think they still report; I'll have to go back and look now.

Current Crab

Official Dragonfly Good point.

Harlequin Marmoset

I'd love for there to be a box for the advisor to check that says no commission. This way the sales numbers are still reported as revenue but the commission isn't flagged to be processed at some point in the future.

Eventual Parrotfish

Harlequin Marmoset I like this idea. I would also be interested in having the items that are no commission not show up under the commission tab. It pulls up a lot that say est. commission $0. It would be nice if those didn't show up under the commission tab.

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under review

July 15, 2024