PF Flex with multi branch clients are enabled to allocate credits on every cycle renewals through Self Serve feature for their child branches or other branches.
How it works?
Step 1: Manager> Credits>Team Credits? Credits for Next Cycle
- Credits for main and child branches in current cycle are shown.
- Planned credits for next cycle can be added in last column.
- Note : If for a child value is set to 0 or blank, no credits will be assigned from the parent to child account on cycle renewal.
- Clients always have the liberty to make changes in the distribution of credits among their branches in current and future cycle based on the need.