CRM-EN - Wizard Doc

最后修改人	cs
最后修改时间	2023-12-13 16:14:49
创建人	cs
创建时间	2023-04-13 11:35:45

该文档由 cs 创建于 2023-04-13 11:35:45 ， cs 在 2023-12-13 16:14:49 修改了该文档。

[TOCM]

# Rebate Mode 2 
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### 1. Select Commission Rebate Mode 2

- **Set Path: Commission Settings > Basic Settings > Basic Settings > Commission Mode > Select Model 2**

```::info::
**About Mode 2:**

Only rebate to IB users, you must set rebate level and commission parameter individually for each IB user. Mode 2 is also known as differential mode. Suitable for small and medium brokerage platforms.
```

![size:800,1000](/storage/2023/04-14/JuIgKYATue5E43zv5DKIi0wOgHIWX7I1TvI8UPrE.png)

### 2. Creat Commission Rebate Levels/Layers

- **Set Path: Commission Settings > Commission Level Settings > Add**

Once a client or trading account trades, how many superior IB levels/layers you want to rebate, then you just customize your IB rebate levels/layers. For example, the sequence of IB name from top to bottom created is IB1、IB2、IB3、IB4、IB5 as shown below.

![size:800,1000](/storage/2023/04-17/m1BY3hEa8c2IXfpTDiLOXAbzyJswc34rRzfUjzoY.png)

### 3. Commission Rebate Budget for Instance

The following commission rebate instructions will be based on this case as follows:

Your commission rebate budget is $20 per lot, IB1, IB2, IB3, IB4 and IB5 share the $20 according to their level difference.

- Once IB1's direct client trading one lot, IB1 get $20, a total of $20 buget divided.

- Once IB2's direct client trading one lot, IB2 get $19, IB1 get $1, a total of $20 buget divided.

- Once IB3's direct client trading one lot, IB3 get $17, IB2 get $2, IB1 get $1, a total of $20 buget divided.

- Once IB4's direct client trading one lot, IB4 get $14, IB3 get $3, IB2 get $2, IB1 get $1, a total of $20 buget divided.

- Once IB5's direct client trading one lot, IB5 get $10, IB4 get $4, IB3 get $3, IB2 get $2, IB1 get $1, a total of $20 buget divided.

![size:800,1000](/storage/2023/12-13/MYeFgjKsrUrzwgnqQupbste5Vhtn13DxsbKxoiFx.png)

### 3. Create Commission Rebate Rules

- **Set Path: Commission Settings > Trading Commission Settings as an example > Add**

Fill in the content of the rebate rules as required or customized.

As the instance mentiond previously, then the `Settlement level` you select IB5 as shown below.

![size:800,1000](/storage/2023/12-13/NvGBRHKGnSztEHzElqRfsgsyUQt83wDaYHopDevJ.png)

### 4. Set Commission Parameters for Rebate Rules

- **Set Path: Commission Settings > Trading Commission Settings as an example > Commission Settings**

After commission rebate rule you previous created, then do not forget to set commission parameters as shown below.

![size:800,1000](/storage/2023/12-13/qFpqK1n93H0H5n2PDzkuyLzSrxlsUXq6y5SQiHdG.png)
![size:800,1000](/storage/2023/12-13/4oSBohcMhuv4qo7pj7nOwgY8QOZYsfiM5TELcDEn.png)
![size:800,1000](/storage/2023/12-13/ji9ATo9X7ojwbDE0WVqMflqRdtwvkXinn8PrGo23.png)
![size:800,1000](/storage/2023/12-13/cAiKpSvJF1y6nRzHxF1ALUaMdQrC4JtlZXQRHu7z.png)
![size:800,1000](/storage/2023/12-13/LDk1HXZDMZE2LExJxhhJUVAzeym48o3mttirbq2G.png)
![size:800,1000](/storage/2023/12-13/y0xkWKYEWEroSGPOeBg1uu2VmnyUzQsxCpECTsfF.png)
![size:800,1000](/storage/2023/12-13/MYeFgjKsrUrzwgnqQupbste5Vhtn13DxsbKxoiFx.png)

###  5. Set Rebate for IB users Individually

- **Set Path: Account Administration > CRM Account > Viewing a CRM account > Commission Settings**

As we mentioned previously, Mode 2 only rebate to IB users, you must set rebate level and commission parameter individually for each IB user.

Firstly, we select a user, after we set the IB1 level for him, and then a commission parameter associated  with his IB1 level can be selected as shown below.

![size:800,1000](/storage/2023/12-13/dUK6c39LILZeoH2nlRitXTpHstJaPdlRQUsNtSy2.png)

Secondly，we select another user, his superior's level is IB1, after we set the IB2 level for him, and then a commission parameter associated  with his IB2 level can be selected as shown below.

![size:800,1000](/storage/2023/12-13/0300Mqd63549Wk3UUuaIn4DJfCBrLGJqnScFsuIQ.png)

Thirdly, we select another user, his superior's level is IB2, after we set the IB3 level for him, and then a commission parameter associated  with his IB3 level can be selected as shown below.

![size:800,1000](/storage/2023/12-13/2bD3WwPHcWcjfvCbYstC21ZYUVKfRArYgIBcJlq6.png)

Fourthly, we select another user, his superior's level is IB3, after we set the IB4 level for him, and then a commission parameter associated  with his IB4 level can be selected as shown below.

![size:800,1000](/storage/2023/12-13/i2IeQrT0hfGQjgzQybnOxEcVJumix0zCZp59puvI.png)

Finally, we select another user, his superior's level is IB4, after we set the IB5 level for him, and then a commission parameter associated  with his IB5 level can be selected as shown below.

![size:800,1000](/storage/2023/12-13/EempB857ftFLRbtFPUS3WCxeCDxaDCcrbgggKmhY.png)