¶ Cancelling or Terminating a Rep
Rep accounts can be cancelled or terminated through the Rep's Dashboard in the Freedom Backoffice, and will perform the following actions.
Bonus Consideration: Cancelled Reps are not included in bonus calculations. In some cases, you may choose to change theRep's rank to cancelled temporarily, then run bonus followed by inline cancelling.
¶ Steps
- In the Freedom Backoffice, go to the Rep that will be cancelled
- On the top left menu bar of the Backoffice Dashboard, go to Administration > Inline Cancel Representative
- On the Inline Cancellation page, ensure to review the process guide that desscribes the actions that will be taken when the Rep is cancelled
All of the actions listed on the Inline Cancellation page are performed when the Inline Cancellation is processed. Reversing those actions requires manual corrections, therefore it's important to be sure that the cancellation is being performed on the correct Rep account.
- On the Inline Cancellation page, select whether to move the Rep's Customers and if the unpaid orders should be moved as well
If you choose to not move the Rep's downline/customers they must manually perform the cancellation of the rep’s rank and active autoships.
- Select Commit Cancellation
- On the pop up that appears to confirm that the Rep is going to be cancelled, confirm by clicking OK
- On the Confirmation page after the Rep is Cancelled, proceed to Rebuild Links
- Return to the Rep's Backoffice Dashboard and notice the X on their profile, indicating that they have been cancelled
Following these steps will result in the selected Rep being cancelled or terminated.