How to use

Everything else that is related to commission management.

Outgoing Commission Transfer List
Top menu >> Commissions The outgoing transfer list will show a list of your sub agents that are using the commission transfer to transfer commissi...
Mon, 2 Oct, 2017 at 1:03 PM
Trash an Account
To remove an account in RPM navigate to the account's page and hit trash on the top right corner. Note: Accounts cannot be deleted if there is a co...
Wed, 13 Jun, 2018 at 5:37 PM
Schedule Download
Schedule downloads allows you to download an Excel spreadsheet export of all the commissions rules across all pay plans. commission groups, and suppliers.  ...
Thu, 6 Sep, 2018 at 12:52 PM
Bypass Code
A Bypass Code is used to represent various different things from regions to contracts and is used in RPM as a optional way to segment commission rules al...
Mon, 14 Sep, 2020 at 4:42 PM
Import / Mass (re) Assign Assignment Codes
Top menu >> Commissions >> Assignment Codes You can create or mass (re)assign Assignment Codes using the Assignment Code import template. I...
Mon, 3 Jun, 2019 at 10:25 AM
Commission History
To investigate changes in RPM, history is the place to go. History captures and displays what's changed, who changed it, and when.  Below is a list ...
Mon, 4 Nov, 2019 at 5:53 PM
Supplier History
Supplier history captures changes made to a supplier. This includes Notes for staff, Files, Bypass codes, Name and Logo changes.  To view Supplier histo...
Fri, 4 Mar, 2022 at 3:20 PM
Supplier Schedule History
Supplier schedule history tracks creation and changes to the commission groups. This including changes to the pay rates for each pay plan. This history will...
Fri, 25 Feb, 2022 at 1:17 PM
Supplier Pay Plan History
Supplier pay plan history tracks when a pay plan is added, edited, and trashed. It does not include changes to rates under commission groups for the pay pla...
Mon, 4 Nov, 2019 at 3:17 PM
Supplier Imports and Transfers History
Supplier Imports and Transfers history details changes made to rows in an import matrix and to transfers. To view Supplier Import and Transfer history, ...
Mon, 4 Nov, 2019 at 3:19 PM