When a new underlying supplier is sold through a Technology Service Distributor (TSD), you will need to add a transfer into RPM to capture the commission data for the new supplier.
Top menu >> Import data >> Transfer
When you go to the transfer page and see the 'The following transfers are also available, but not setup' warning. This means that you will need to setup the transfer for the suppliers indicated in the warning.
You may sometimes have to add the new supplier first before you add the new transfer. The example above has a new supplier for us to set up for "RPM Supplier".
Top menu >> Suppliers >> Select Supplier >> Imports & transfers
Select or create the supplier from the warning message. When in the supplier page, go to Imports & transfer tab.
*Check the Supplier name on the center top of the screen (above "Account groups" tab). >> Change it to the supplier name you are setting the transfer up for.
Click + Add a transfer
Click the login link for the TSD that you receive the commissions from.
In the From supplier drop down, select the correct supplier from the dropdown.
Our best practice is to also map the From subscriber field to the Source field in RPM. This will allow you to see which TSD the commission item is coming from.
At the bottom will be a table for extra commission variables provided by your TSD. If you wish to include them on your transfer, click on the Add button in their row. Please note that your selections will be saved for each subsequent transfer that you setup.
Click Finish when done.