Add Installers or Products | STAKT User Guide

Overview

Learn how to add installer details to your compensation plans, enabling efficient management of payments and settings for your team within STAKT. Understand the user-friendly interface and tools available for configuring installer-specific options.

Edit Termination Details

Use the Dropdown to choose the name of the individual whose termination details you want to edit. Click on the Dropdown to view the list of names, then select the desired name from the list.

Save your changes

After editing any details, remember to click 'Save' to ensure your information is retained.

Choose Termination Date

Use the Date Picker to select the termination date. Enter additional information in the Textbox for notes.

Manage Redline Data

View and Edit Redline Entries

Navigate to the Table to view the redline data for different states. Locate the rows you want to edit or delete. Click the Edit button next to the entry to open the form for making changes. Alternatively, click the Delete button to remove an entry permanently.

Add New Redline Data

Click the Add button to open the form for entering new redline data.

Use the Start Date picker to select the appropriate date.

Add relevant information in the Notes textbox.

Click Save to store the new redline data or Back to return without saving.

Configure Installer Settings

Set Start Date and Notes

Select the start date using the Date Picker. Enter relevant notes in the Textbox. This setup helps you add new redline data efficiently.

Click on the Date Picker to open the calendar.
Select the desired start date.
Enter any additional notes in the Textbox.
Click Save to store the information or Back to return without saving.

Configure Upfront Payment

To set up payment options for installers, use the Radio Button to choose between upfront and progress payments. Select the relevant option to match the financial arrangement.

Choose either 'Per Unit' or '% of Commission' for both upfront and progress payments using the Radio Buttons.
Enter the respective values in the Textbox fields.

Once all details are entered, click Save to store the settings or Back to return without saving.

Select the start date using the Date Picker, then enter relevant notes in the Textbox. This form helps you add new redline data without discussing payment options. Click Save to store the entries or Back to return to the previous screen.

Configure Progress Options

To configure payment options for installers, use the Radio Button to select either upfront payment or progress payment. Ensure you choose the appropriate payment setting to match the specific financial arrangement.