Outside agents can be added on the Agents tab of a voucher. Each agent will need to be added to CommercialEdge Commissions before adding directly to a voucher.
Locate Existing Outside Agent
If you have previously used an outside agent, they will be saved in the field drop-down to be easily added to future vouchers.
Choose the "Select Outside Agent" to open drop-down
Use Search option OR Scroll through list to quickly locate the agent
Select agent and it will appear in the Agent Name field
Quick Add New Outside Agent
If the outside agent you are searching for is not already in the drop down list, it is easy to quickly add a new agent directly in the agent tab of a voucher.
Select the "Create New Outside Agent" button in the top right corner of the section
Complete the required field - Company Name
Include additional details to store affiliate data in an easily accessed location
Save and now affiliate will appear in drop down list
Add or Edit Outside Agent
View, add, and edit agents in a centralized location
Open Settings
Select Agents & PSD
To Add an outside agent - choose "New Outside Agent/PSD" in top right corner
Complete fields to include all outside agent details
To Edit existing outside agent - choose "Edit" on right hand side to review and update
Save and now affiliate will appear in drop down list
