From RPM Wiki
Suppliers can have any number of products. Products identify goods and services sold by suppliers to customers through reps.
- Technical: A unique combination of product name and product variables per supplier. See Custom variables
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Commission rules
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Commission groups
Products are matched to commission groups so the commission can be calculated from the commission schedule. There are three ways to match a product to a commission group:
- Match products page. There is a page dedicated to matching products to the schedule. From the commission run “Imports & deposits� page click on the number of unmatched products. If a product is unmatched on it’s details page there will be a link to “Use match tool�
- Product page. On the details page of a product click “Edit� in the “Commissions� section.
- Move. Products may be moved from group to group. From the “Select a product� page click “Move� in the top right.
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Agency addendums
In addition, agencies may be given addendums to their schedule for specific products.
See Agency addendum
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Security
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Staff users
- Adding, editing (including matching), and deleting products requires the “Master commission schedule & templates� privilege.
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Agent users
- Agent users see product names only. If a product has been given a preferred name, agent users will see that instead.
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Adding a product
There are two ways to add a product:
- Automatic. When RPM imports a new product it adds it to the system.
Best practice: This is the recommended way to create products.
- Manual. From the “Supplier tasks� click “Add a product�.
- This page was last modified 18:36, 4 May 2005.
- This page has been accessed 1253 times.