How to use

Everything else that is related to commission management.

Status Levels Timeline
Top menu >> Processes >> Status levels timeline The Status levels timeline page displays a graph that shows forms in processes over time...
Mon, 11 Apr, 2016 at 1:24 PM
Gross Commission
Gross commission is a commission item value that is imported from the supplier data. The gross commission is the commission paid from the supplier to yo...
Thu, 16 Apr, 2015 at 3:08 PM
All status levels
Top menu >> Processes >> All status levels From the Processes page click All status levels.  The All status l...
Mon, 11 Apr, 2016 at 1:56 PM
Default Columns (Item View)
You can customize the default columns that you will see when you click into a Commission Items View. This will change the default for all Staff users that h...
Fri, 24 Jun, 2022 at 2:52 PM
Supplier Data
Supplier data is commission data from suppliers that staff users upload to RPM where it is used to generate commission items.  Notes: The da...
Tue, 21 Apr, 2015 at 3:27 PM
Supplier Exclusion
Top menu >> Agencies >> View agency Supplier exclusion is a flag in RPM that indicates an agency can't sell products from a certain su...
Tue, 21 Apr, 2015 at 3:36 PM
Lumen Macro Excel Tutorial
This Lumen Excel Macro will take the rows in your Lumen Excel file and sort by Billing Acct Nbr and Product Desc then combine the rows of the Excel where...
Mon, 28 Jun, 2021 at 2:37 PM
Merge Customers
Merging customers allows you to consolidate customer names in RPM under a single master customer name. The merged child accounts will be added as aliases. T...
Thu, 22 Aug, 2024 at 8:15 AM
Agency Summary
The Agency Summary is where you can easily find the details in regards to the your Rep's commission data. From here you will be able to download your ag...
Fri, 8 Jul, 2022 at 2:19 PM
Product
Suppliers can have any number of products. Products identify goods and services sold by suppliers to customers through reps.  Commission rules ...
Fri, 1 May, 2015 at 2:26 PM