Turning the agency entity in RPM into a process offers many benefits that can bring your agency and agency commissions management to the next level. By creating an agency process you can then use it as central hub for your agency information summing up order data, locations, and commission totals in one spot.
Afterwards, make use of the process features in RPM to turn each of your agency's payouts into powerful leaderboards that allow you to quickly drive business decisions. Determine your best sellers throughout multiple time periods using our widgets or display competitive leaderboards for your agents to review with this integration.
Having Agency information in two places means having to update data in two different places. Data would not automatically sync with any changes made in one place or the other. To address this, we created an API integration called Workflow Extender. This integration would sync your Agency page with the Agency Process allowing you to manage your Agency from either page.
API usage charges will apply
Enhancement Required
Agency/Customer/Supplier to Process Sync