Commissions Setup
The step-by-step guide to setup your commissions in RPM.
A supplier is used to track incoming commissions from your underlying carriers. New suppliers will need to be created before importing your commission data ...
Thu, 24 Aug, 2023 at 10:40 AM
The commission transfer allows you to transfer commission data directly from your master agents' subscription of RPM into your own subscripti...
Fri, 5 Nov, 2021 at 11:40 AM
When a new underlying carrier is sold through a Technology Service Distributor (TSD), you will need to add a transfer into RPM to capture the commission dat...
Thu, 24 Aug, 2023 at 11:12 AM
The upload matrix is a map that tells RPM how to interpret the commission data of a supplier. For each supplier the import matrix matches a variable in RPM ...
Mon, 19 Jun, 2023 at 9:19 AM
You can add multiple matrixes for the same supplier. This feature allows you to import commission statements from suppliers you do business with direct or o...
Wed, 27 Oct, 2021 at 11:59 AM
The unmatched product warning will appear when you import your commission data that has a new products on it. The product will need to be assigned to a comm...
Fri, 16 Dec, 2022 at 3:19 PM
When a new product is imported you will need to either match it to an existing commission group or +Add a commission group. Commission groups are used to...
Fri, 18 Feb, 2022 at 1:58 PM
Products are typically created when you import your commission items into RPM. Adding a product manually allows you to customize your imported items and ...
Tue, 4 Oct, 2022 at 2:56 PM
A product variable can be used to make what would otherwise have been a single product into multiple products. These products can then be assigned to differ...
Fri, 26 Nov, 2021 at 11:47 AM
Top menu >> Schedules >> + Add a commission group The primary purpose of commission groups in RPM is to be used for commission calculation a...
Tue, 21 Dec, 2021 at 3:24 PM