What We’ll Cover
The Volume Adjustments page allows you to easily add or deduct volume from an associate’s account.
Important: The ViewVolumeAdjustments role needs to be enabled to use this feature. For more information, see: 5.2. Assigning Employee Permission Roles..
In Corporate Office, navigate to: Associates > Volume Adjustments.
Associate - Type the Associate Name/ID of the associate who will have volume adjusted.
Note: When you begin to type, the an autosearch will show associate search suggestions.
Volume Type - Dropdown to select the volume type being adjusted between Commisionable Volume and Qualifying Volume.
Commission Period - Dropdown to select a date range for the volume adjustment. Volume adjustments can only be made to uncommitted commission periods.
Volume Adjustment - This section is where you can see the volume from the dates selected in the Commission Period dropdown, you can enter the volume adjustment, and you can see the results of it.
Period Volume - This field shows the volume amount from the date range selected in the Commission Period dropdown.
Adjustment +/- - The amount entered in this field adjusts the volume from the Period Volume. You can add or remove volume, but you cannot remove more volume than is available in the Period Volume. To subtract an amount from the Period Volume add a dash (-) in front of the entry.
Total With Adjustment - Once an adjustment is made in the previous field the new result will be displayed in this field.
Clear - Refreshes the page clearing any information that was input.
Submit - Submits the volume adjustment to the system. Once processed, the new volume amount will reflect in the Period Volume line. A note will also be added to the associate’s service log for record.
Making Associate Volume Adjustments
In the Associate field, begin typing the name of the associate to adjust. Select the associate from the autosearch results. Click the Volume Type dropdown and select the specific volume to adjust; then, select the Commission Period.
The Period Volume value will display. In the Adjustment +/- field, type the positive or negative amount to adjust. The Total With Adjustment value will update with the factoring of the Adjustment +/- value entered. Click the Submit button.
For a step-by-step guide, see: How to Make Associate Volume Adjustments.