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Business Feature / Process

Description

Example/use case

Emphasis on training material

Additional notes

Settlement

The process where awards and spending are settled between organizations.

Award settlement involves debiting the organization that provided that’s open balance was used.

Business Settlement

The settlement process run by the business to settle merchants for awards and spends

B2B Settlement

CRM.COM runs the settlement process to settle businesses for

the spends

CRM.COM Wallet spends, marketplace purchases and affiliate commerce between a business, its merchants and B2B merchants.

Ensure that all parties receive accurate payments for their transactions, maintain financial transparency and help manage cash flow effectively.

Analytics

  • Reports

    • Settlement Analysis - A detailed analysis of settlement events. Use this report to examine the amount of money credited and debited to the Merchant/Service Provider account during the settlement process.

    • Settlement Analysis per Product - An analysis of settlement events that awarded contacts for their purchases, with detailed information on how each product was awarded.