How to use
Everything else that is related to commission management.
It could be that your IE is running in what they call "Compatibility view".
Click the little blue icon in the address bar that looks like a...
Fri, 19 Jun, 2015 at 2:35 PM
This feature can be used when you do business with a master agent that sends you commission data for all suppliers in one spreadsheet. The multi-supplier im...
Tue, 16 Nov, 2021 at 10:51 AM
After you have setup the multi supplier import a Import multi button will show on the import data page. Top menu >> Import data Click Import ...
Fri, 5 Nov, 2021 at 11:41 AM
Top menu >> Customers >> View customer A customer alias can be manually added or is automatically created when after you merge a customer...
Thu, 2 Dec, 2021 at 8:07 AM
If you assigned your products to a Commission Group by mistake or if you want to categorize your products differently, you can move an individual product or...
Wed, 15 Feb, 2023 at 9:56 AM
Top menu >> Setup -or- Top menu >> Agencies >> More (The Agency settings menu option can be found on both the Setup page and Agencies pag...
Tue, 20 Aug, 2024 at 12:31 PM
Top menu >> Customers >> View customer >> Location tab Click on Import. To get the Locations excel import template ei...
Thu, 2 Dec, 2021 at 8:13 AM
The Rep access is automatically granted to an agency user if they are assigned a commission item for the account. However this can be modified to give addit...
Thu, 23 Mar, 2023 at 12:04 PM
Top menu >> Latest run The All items view will display all the items you have imported for the run you are working on. You can also create Custom ...
Fri, 22 Apr, 2022 at 11:36 AM
The By supplier View shows you all the items you have imported for the run you are working on. This view is filtered by Supplier. Top menu >> Late...
Thu, 21 Apr, 2022 at 12:09 PM