How to use

Everything else that is related to commission management.

Referrals by account
The Referrals by account report will allow you to see which Referrals are being paid out on each Account. It will display each individual payment so Account...
Mon, 13 Jun, 2022 at 10:33 AM
Trash - Restore
Items or forms (eg: Orders, Commission Inquiries) that have been trashed can be restored within 7 days by the user whom trashed it. The System manager will ...
Tue, 24 Dec, 2024 at 2:28 PM
Commission Item Edit
You have the ability to adjust all the variables on a commission item. This is handy when you discover an error made by the Supplier and you want to avoid...
Mon, 30 May, 2022 at 10:19 AM
Missing Account Previous Runs
Top menu >> Accounts >> Missing Accounts view You have the ability to make a copy of the built-in Missing Accounts view and create your own ...
Thu, 21 Sep, 2017 at 1:26 PM
Billing Variance View Previous Runs
Top menu >> Accounts >> Billing Variance view You have the ability to make a copy of the built-in Billing Variance view and create your own ...
Thu, 21 Sep, 2017 at 1:36 PM
Cost of sales vs Payout
There is a difference in the 'Cost of sales' and 'Payout' number that is showing in different areas and reports.  Payout: includes ref...
Tue, 29 Dec, 2015 at 6:37 PM
Branded Logon Page
If you would like your logo displayed on the logon page please contact us and we will set it up for you.  Please email: support@rpmtelco.com let us ...
Thu, 21 Sep, 2017 at 8:36 AM
Archive Agencies
Archiving an agency by no means removes or deletes the agency. By archiving an agency, the agency will no longer show in the 'Active' view of the Ag...
Wed, 19 Apr, 2023 at 10:36 AM
Merge History (account)
Top menu >> Accounts >> Merge History You can see the history of completed account merges on this page.  ...
Wed, 20 Apr, 2016 at 2:44 PM
Customer Contacts
General Info  Contacts in RPM may belong to multiple customers and either are the customer's Primary contact or Additional contact. A contact can on...
Fri, 31 Jul, 2020 at 10:43 AM