How to use
Everything else that is related to commission management.
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
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
Top menu >> Accounts Accounts are typically created by the commission import however there can be a need to mass import your accounts for certain ...
Tue, 21 Dec, 2021 at 3:35 PM
A value and commission type pair that is used by RPM to calculate commission.
Commission rates are used in the schedules and addendums for gro...
Mon, 11 May, 2015 at 11:18 AM
Top menu >> Reps
Click View for the Rep you would like to move.
Click Move.
Warn...
Thu, 30 Jul, 2015 at 10:02 AM
A supplier name change can be used to update a supplier name to a new one. This is helpful if the supplier goes through a change of ownership or acquisition...
Wed, 8 Feb, 2023 at 2:24 PM
Preferences allow you make changes on the appearance of data in your RPM, as well as measurements. Changes in preferences are for your login only, and will ...
Fri, 11 Feb, 2022 at 11:05 AM
The View imports function allows for the review of imports for the selected run. Top menu >> Import data >> More >> View imports ...
Fri, 26 Aug, 2022 at 2:38 PM
Top menu >> Schedules You have the option to hide the schedule from manager and / or rep users that are logging on to your subscription. By hiding...
Thu, 2 Mar, 2017 at 10:46 AM
The Supplier trends report allows you to quickly compare your supplier’s month over month over a set period. Top menu >> Commissions Click Su...
Fri, 26 Aug, 2022 at 10:59 AM