Commissions / General

Add a Location Manually
Top menu >> Customers >> View customer >> Locations tab >> + Add a location To create a location manually you have to go to ...
Fri, 17 Apr, 2015 at 8:46 AM
Custom Views
You can build views on the customer page, item page, account page, agency page and get the information you are looking for by adding filters and selectin...
Wed, 9 Jan, 2019 at 3:44 PM
New Accounts View
Top menu >> Accounts >> New Accounts view From the Accounts page you open up the dropdown to show views by clicking next to All.   ...
Tue, 12 Sep, 2017 at 2:23 PM
RPM Terminology
Supplier: a company that has a contract with you and pays you commissions. Commission paid from a supplier to a subscriber is called the gross commissi...
Fri, 1 May, 2015 at 2:04 PM
Download Agent Commission Summary
Top menu button >> Latest run >> Agency summaries You can download commission statements in excel for you to send to your agents. You have t...
Tue, 12 Sep, 2017 at 2:46 PM
Trash (these) items
Top menu >> Import data  You can use this view to find out if you imported the incorrect commission data or if you import the same data twice....
Wed, 21 Jun, 2017 at 2:12 PM
Unarchive Supplier
Top Menu >> Suppliers From the supplier page use the View dropdown and select Archived.  Click on the supplier you want...
Wed, 1 Apr, 2015 at 2:25 PM
Archive Supplier
Top Menu >> Suppliers This feature is used for when you no longer do business with a supplier and you would  like to remove the supplier from drop...
Mon, 21 Aug, 2017 at 2:40 PM
Transfer Commissions
Top Menu >> Import data >> Transfer When you receive commissions from a master agent that also uses RPM, if they provide you with manager lo...
Wed, 21 Jun, 2017 at 2:16 PM
Reconcile Setup
Top menu >> Commissions >> Reconcile >> Select process >> Setup This feature allows you to compare a value from a process, typ...
Thu, 24 Jan, 2019 at 4:27 PM