How to use

Everything else that is related to commission management.

Reconcile explained
Top menu >> Commissions >> Reconcile This feature allows you to compare a Money or Formula field from a process, typically the MRC on an ord...
Wed, 11 Sep, 2024 at 1:25 PM
Account
Each account is from a single supplier and is defined by an account number. Customers can have any number of accounts. Account numbers are unique per su...
Fri, 3 Nov, 2023 at 1:40 PM
Agency
An agency is a company or a person you have a (agent) contract with. An agency can have any number of reps and managers and is paid a commission by you.  ...
Tue, 28 Mar, 2023 at 7:37 AM
Agent rate
The agent rate is a commission rate that will be used by RPM to calculate the commission for a Rep & Agency.  The Agent sales rates are defined in th...
Wed, 13 Sep, 2017 at 11:04 AM
How do I use the manual?
Steps It is important to follow the steps and it is critical to finish every step before moving to the next.  The links Every step has ...
Fri, 8 Apr, 2016 at 2:51 PM
Commission Rule
A commission rule is something in RPM that defines how commissions should be paid.  It includes the schedules, addendums, account group rates, splits an...
Wed, 13 Sep, 2017 at 11:24 AM
Hide Run
Top menu >> Commissions >> Runs >> Show or hide runs This feature allows you to hide runs from your agents. From the Commissions p...
Fri, 5 Nov, 2021 at 11:55 AM
Run History
Top menu >> Commissions >> Runs >> History The run history page will show you: When a run was opened When a run was closed When a...
Fri, 5 Nov, 2021 at 11:56 AM
Commission Run
A commission run is all the commission data and totals for a specific period of time with the end goal of paying the agencies at the end of the run. Commiss...
Fri, 5 Nov, 2021 at 11:49 AM
Customer
A customer in RPM is a company that purchases products from a supplier through a rep.  Customers can have any number of accounts from any numb...
Mon, 11 May, 2015 at 11:54 AM