Commissions / General

Add Product Variable
Top menu button >> Commissions >> Imports setup (all suppliers)   A product variable can be used to make what would otherwise have been a sing...
Wed, 24 May, 2017 at 1:48 PM
Add a Product
Top menu button >> Commissions >> Products >> +Add a product Most of the time products are created by a commission import, you can als...
Fri, 27 Feb, 2015 at 3:56 PM
Gross Commission Audit
Top menu >> Latest run >> Gross Commission RPM automatically compares the expected gross commission and the actual gross commission. The expe...
Tue, 15 Sep, 2015 at 9:47 AM
Billing Variance
Top menu >> Latest run >> Billing variance This report shows the variance per customer on Net Billed level. The view compares the numbers of ...
Tue, 15 Sep, 2015 at 9:49 AM
Missing Accounts
Top menu >> Latest run >> Missing accounts This report shows the missing accounts from your current run compared to your previous run. There co...
Wed, 21 Jun, 2017 at 2:26 PM
Schedules
Top menu >> Schedules Commission schedules form the basis of the commission rules in RPM. Every agency has an agency commission schedule and ev...
Mon, 1 Jun, 2015 at 9:01 PM
Agency Commission Schedule
Top menu button >> Agencies >> View agency >> Schedules tab Every agency must be able to be paid a unique rate on every different pro...
Tue, 12 Sep, 2017 at 1:52 PM
Move Account to Different Customer
Top menu >>Accounts >> View account >> Move to customer View account you would like to move to a different customer. Cli...
Tue, 12 Sep, 2017 at 2:07 PM
Basic fields and Default Columns
Top menu >> Setup >> Basic fields You have the option to add fields to the following pages: Agencies, Reps, Customers, Customer locations, A...
Wed, 29 May, 2019 at 4:12 PM
Move Accounts to Customer
Top menu >> Customers >> View customer >> Move all accounts / single account These instructions will show you how to move all acco...
Tue, 14 Apr, 2015 at 3:33 PM