How to use

Everything else that is related to commission management.

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
Assigned Reps & Assignment Codes
If you're an RPM Subscriber that has been using RPM before RPM 28 (April 12th, 2021) your commission imports and transfers are setup to work with assign...
Tue, 20 Jul, 2021 at 3:59 PM
Notes search
You can search your notes by using the Expand button.  Enter variables or use the date fields to narrow down your search.
Tue, 6 Sep, 2016 at 11:37 AM
Commission Variables Download
Top menu >> Commissions >> Commission Variables You can download a list of all the item and product variables for all your suppliers.  F...
Fri, 22 Sep, 2017 at 8:09 AM
Migration of Item Variables (legacy)
Top menu >> Commissions >> Commission variables To start the migration of your existing variables the first step is to create the new ...
Thu, 19 Oct, 2017 at 9:58 AM
Copy Supplier
Top Menu >> Suppliers When you either select a supplier or add a new one you can copy the supplier setup. For example when you receive your commis...
Fri, 26 May, 2017 at 2:40 PM
Top Menu Button
The Top Menu button (aka "hamburger") is your main navigation menu. The button shows no matter what page you are on and will allow you to quickly ...
Thu, 22 Jun, 2017 at 12:56 PM
Delete Supplier
When you have a new RPM subscription or have created a Supplier that has not been used. You can remove the Supplier by using the delete the function in RPM....
Thu, 1 Sep, 2022 at 1:39 PM