Modified on: Fri, 1 May, 2015 at 2:04 PM
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 commission. The gross commission (in most cases) is calculated by the supplier and provided in the supplier commission data that is imported into RPM.
Product: suppliers can have any number of products. Product identify goods and services sold by suppliers to customers through reps.
Customer: a customer is a company that purchases products from a supplier through a rep. Customers can have any number of accounts from any number of suppliers. A customer is defined in RPM with a unique name.
Account: customers can have any number of accounts. Each account is from a single supplier and is defined by an account number. Account numbers are unique per supplier. That means there can't be more than one account with the same number for a given supplier. Account numbers can contain any mix of letters and numbers including leading zeros.
Pay plan: a commission schedule you can assign to an agency. The pay plan allows you pay the same rate across all suppliers, different rates per supplier or commission group for the same supplier.
Agency: is a company or person you pay a commission.
Rep: a rep sells supplier products to customers for agencies. A rep can be an employee of an agency or a sub agent of them. Reps can only belong to one agency.
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