7 Steps to complete
Volume adjustments are easy to make in the Data & Commissions portal and they can be done without placing or manipulating an order.
Important: Volume adjustments using this tool can only be made to uncommitted commission periods.
Here’s an interactive tutorial for visual learners
Click the Associates tab.
The Associates tab.
You are now on the Find Associates page.
From the Find Associate page, click the Volume Adjustments tab in the left sidebar.
The Volume Adjustments tab.
You are now on the Volume Adjustments page.
In the Associate text field, type the Associate Name or Associate ID of the associate who will have volume adjusted.
The Associate text field.
In the Volume Type dropdown, select the volume type to be adjusted.
The Volume Type dropdown.
In the Commission Period dropdown, select the commission period where the adjustment will take place.
The Commission Period dropdown.
In the Volume Adjustment section, in the Adjustment +\- text field, type the volume adjustment to be made.
The Adjustment +/- text field.
Note: You can add or remove volume, but you cannot remove more volume than is available in the Period Volume (600, in the example). In this case, we could not remove more than 600 volume points.
Once the volume adjustment has been added, review the Total With Adjustment total to verify for accuracy after the volume adjustment is made.
Click the Submit button to adjust the volume.
The Submit button.
You now know how to make associate volume adjustments.