Commissions Managenent
FAQ
- How To Fix Excel Formatting
- Referral is Not Paying Correctly
- View Enabled Users (How To)
- Step-by-Step Monthly Commission Duties
- Import Commission Spreadsheets - Troubleshooting/Error Messages
- My Account is not Paying Correctly
- How do I check what I've imported this month so far? (View Imports)
- Transfer Account
- Trash Supplier Items
- Assignment Code (Reassign)
- Account Merges - Supplier Acquisitions/Mergers/General Changes
- Transfers Troubleshooting
- Multi Supplier Import - Troubleshooting/Error Messages
- Comprehensive Adjustments Tutorial
Commissions Setup
- Adjustments
- Referral (add or include)
- Matching Products to Commission Groups
- Unmatched Products
- Add Transfers
- Add a Supplier
- Step-by-Step Guide to Setting up RPM Telco
- Intro to Agencies and Agents
- Add Agency Manually
- Add Reps Manually
- Import Agencies
- Import Reps
- Agency Custom Logo
- Commission Transfer Setup
- Import Matrix
- Multiple Import Matrixes per Supplier
- Add a Product
- Add Product Variable
- Add a Commission Group
- Add a Pay Plan
- Assign a Pay Plan
- Split
- Account Group Addendums
- Calculate
- Close Run
- Reconcile Setup
- Add a Customer
- Add an Account Manually
- Merge Accounts
- Assign Assignment Codes
- Unassigned Assignment Codes
- Manually add Assignment Codes
- Import / Mass (re) Assign Assignment Codes
- Direct Rep Assignment
How to use
- Mass Updating Commission Item Variable Values
- Commission Reporting - Month To Month Comparison
- Referral History
- Supplier Pay Plan History
- Top Menu Button
- Commission Variables Download
- Trash - Restore
- All Items - Paying a Referral
- All Items
- Top Performers
- By Agency
- Supplier Trends
- Hide Schedules
- Move a Rep to a Different Agency
- Agency Assignment
- Wholesale
- Transfer Commissions
- Basic fields and Default Columns
- Missing Accounts
- Billing Variance
- Tolerance
- Deposits
- Add Items Manually
- Supplier Custom Views
- Renaming "Rep ID" to "Assignment Code"
- Reorganized Display when Adding Columns to Commission Item Views
- Commission Transfer Overview
- View Edit History
- Prepare Spreadsheets for Import
- About the Agency Group Manager
- Importing Data
- Warnings
- Exceptions
- Audit Reports
- Customer Custom Logo
- Payments
- Import Agency Staff Assignment
- Reopen Run
- Start Run
- Commission Groups
- Import Commission Data
- Commission Tiers
- Rules of Thumb
- Unable to find comm tiers
- Gross Commission Does Not Equal Deposits
- Supplier data not imported
- Account group (add or assign)
- Assignment Code vs. Account Number
- Item and Product Variables
- Copy to a Custom Field
- Add Commission Item Variables
- Import Adjustments
- Setup Types (Adjustments)
- Import Deposits
- Gross Commission Audit
- Schedules
- Agency Commission Schedule
- Move Accounts to Customer
- Add a Location Manually
- Custom Views
- New Accounts View
- Download Agent Commission Summary
- Trash Specific Import
- Unarchive Supplier
- Archive Supplier
- Reconcile explained
- Account
- Agency
- Agent rate
- Commission Rule
- Hide Run
- Run History
- Commission Run
- Customer
- Gross Rate
- Hide and Unhide a Commission Group
- Commission Item
- Supplier
- Assignment Code
- Payout
- Calendar
- Import Buffer
- Sales Commission
- Quantity
- Claimed %
- Margin
- Gross Profit
- Net Billed
- Commission Summary
- Subscriber summary
- Gross Commission
- Default Columns (Item View)
- Supplier Data
- Supplier Exclusion
- Lumen Macro Excel Tutorial
- Merge Customers
- Agency Summary
- Product
- Product Addendum
- Account History
- Account Import
- Commission Rate
- Change Supplier Name
- Preferences
- View Commission Imports
- By Supplier
- Agency variance
- Reports (Commissions)
- Merge History (customer)
- Customer Location
- User
- Runs
- Compatibility View
- Multi Supplier Import Setup
- Import Multi Supplier Commission Data
- Customer Alias
- Moving Products To Different Commission Groups
- Agency Settings
- Import Customer Locations
- Rep Access - Add or Remove
- All Items - By Supplier
- All Items - By Agency
- All Items - From a Split
- Referrals by account
- Commission Item Edit
- What is a DDoS or DoS attack?
- Missing Account Previous Runs
- Billing Variance View Previous Runs
- Cost of sales vs Payout
- Branded Logon Page
- Archive Agencies
- Merge History (account)
- Customer Contacts
- Assigned Reps & Assignment Codes
- Notes search
- Copy Supplier
- Delete Supplier
- Outgoing Commission Transfer List
- Trash an Account
- Schedule Download
- Bypass Code
- Commission History
- Supplier History
- Supplier Schedule History
- Supplier Imports and Transfers History
- Agency History
- Customer History
- Account Group History
- Commissions Setup History
- Reconcile History
- Assigned Rep
- Customer Default Rep
- Account Addendums
- Account Group Download
- Top Bar Navigation
- Rename Account via Account Import