For any supplier you have a direct agreement with that does not offer an RPM transfer, you are able to import the commission data into your RPM via an excel spreadsheet. This is done through the Import data section of your RPM.
This is the page where commission data is uploaded for suppliers that are setup in your database. This page can also be used to get to the assigning of Assignment Codes or assigning reps page as well as the matching of products if there are any new products uploaded.
When you land on the Import data page click Import to the left of the supplier you want to upload commission data for. You can only upload data if you have setup the upload matrix for that supplier.
Top menu button >> Commissions >> Latest run >> Import data
Click Browse and select the file on your computer.
If you have multiple import matrixes for a supplier, you can select the one that matches your spreadsheet in the drop down menu. Once you have selected the correct import matrix click Upload.
The next page you will see the name of the spreadsheet, as well as the count of the line items in the spreadsheet. below that will be 3 options:
- Finish import: this option finishes the import, bringing the items fully into your RPM.
- View buffer: when supplier commission data is uploaded it goes into a temporary buffer/preview so it can be reviewed before the import is completed.
- Replace with new upload: this option allows you to replace the current import with a new one
View buffer page
From this page you can see a summary of the suppliers imported. This includes the amount of items, Net billed and if there are any new accounts or products. If you click into the numbers listed, you will be able to see more detailed information about the commission data. If the data is wrong you can click Erase on the right hand side to delete the current import. If the data looks good, you can click either Finish or Finish all on the left hand side.