Tour Commission Payment Registration SOP

Procedure Steps

💼 Step 1: Access Pending Commissions

1. Open the Central Panel | Entrega de Comisiones: Entrega de Comisiones Panel.

   

   

2. Locate the specific tour commission by Agency Name, Guest Name, and Tour Date, either with the search bar or just by scrolling though the options.

   

3. Select the entry to open a form for entering the commission details.

   

📝 Step 2: Enter Commission Details

1. In the Commission Form, fill in the following fields:

   • Receipt Image: Take or upload a photo of the receipt showing the agency’s signed confirmation and the staff’s signature confirming receipt.

   • 

     Commission Total: Enter the exact commission amount for the individual tour (not the total of multiple tours if paid together). The system may suggest an amount; verify and adjust if needed.

     

   • Date Received: Enter the date the commission was received from the agency.

     

   • Received By: Input the name of the staff member who received the commission.

     

2. After filling in all details, Save the form. This action will automatically open a pre-filled Income Form with the tour details.

💳 Step 3: Complete the Income Form

1. In the Income Form, verify that all tour details are accurate, and then select the Payment Method:

   

   • Cash: The system will automatically add the amount to the Caja Chica.

     • Place the cash in the cash box immediately.

     • If management takes the cash afterward, log this in the Caja Chica as a cash movement (refer to the Cash Handling SOP for guidance).

   • PayPal or Bank Transfer: If paid by either method, ensure the image uploaded in the previous form shows the transfer confirmation sent by the agency.

2. Save the Income Form to finalize the process and update the system.

   

🔄 Step 4: Verify Completion

1. Confirm that the commission is now marked as received in the Central Panel | Entrega de Comisiones section, it should no longer show up in that form, it should only show up in Central Panel | Total a pagar a vendedor.

   

2. Double-check the cash box (if cash was received) to ensure the amount aligns with the recorded commission.

This is how a paid tour would show up in the cash box (if paid in cash), confirm the total amount of each cash entry add up to the total amount received by the agency.

Reference Material

• Cash Handling and Financial Transactions SOP for cash movements when management retrieves cash from the cash box.