How to use

Everything else that is related to commission management.

Commission Rate
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
Move a Rep to a Different Agency
Top menu >> Reps  Click View for the Rep you would like to move.  Click Move. Warn...
Thu, 30 Jul, 2015 at 10:02 AM
Change Supplier Name
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
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
View Commission Imports
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
Hide Schedules
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
Supplier Trends
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
Agency variance
Top menu >> Commissions >> Agency variance Click on Agency variance in the Reports box 1. Select a supp...
Wed, 3 Jun, 2015 at 6:01 PM
By Agency
Top menu >> Commissions >> By agency This report will show you the Key Performance Indicators by agency.  Click By agency in the Reports...
Wed, 20 Sep, 2017 at 9:21 AM
By Supplier
Top menu >> Commissions >> By supplier This report will show you the Key Performance Indications by Supplier.  Click By supplier...
Wed, 3 Jun, 2015 at 6:02 PM