How to use

Everything else that is related to commission management.

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...
Wed, 10 Sep, 2025 at 11:14 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
Product Addendum
Top menu >> Agencies >> View Agency >> Addendums tab Product addendums are setup on the agency page >> addendums tab.  ...
Thu, 14 Sep, 2017 at 2:39 PM
Account History
Top menu >> Accounts >> View account >> History Below is shown 1 way to go to a specific account page. By clicking on the account numbe...
Thu, 14 Sep, 2017 at 2:42 PM
Account Import
Top menu >> Accounts Accounts are typically created by the commission import however there can be a need to mass import your accounts for certain ...
Wed, 12 Nov, 2025 at 8:41 AM