The commission transfer allows you to transfer commission data directly from your master agents' subscription of RPM into your own subscription.
*Note: only when your master agent has closed the run/month in their RPM Telco subscription the transfer will be visible on your transfer page.
Prior to setting up the transfer you will have to add the suppliers to your subscription and you can, if you choose to do so, change the name for the suppliers. You can lead the supplier name with an abbreviation of the master agents' company name or end the supplier name with the abbreviation. Example: if your master agent is Intelisys you can change the name to: "Int_Windstream or Windstream_Int".
Top menu >> Suppliers >> Select a Supplier >> Select the Imports & Transfers Tab >> + Add a transfer
Enter your manager user credentials from your master agencies' RPM logon.
Pick the correct supplier from the From supplier dropdown.
The first five fields should already be chosen and we consider these to be mandatory for each import or transfer. All the other fields are optional depending on whether your not you would like to track these fields on RPM as well.
You will also want to change the field for Source to From subscriber so that you have a field to track which Master agent this transfer is coming from.
If there are any item variables available you can add them individually by clicking on the blue Add link. These are optional fields that your Master Agent tracks that may or may not be useful for you to bring into your RPM.