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Summary
Rep IDs are used to attribute a commission item to a rep. They are an integral part of commission calculation and every item must include one. Rep IDs are a code that can contain any combination of letters and numbers. Each rep ID belongs to a single supplier. Rep IDs are assigned to a single rep, and if not assigned they are labeled "unassigned".
Rep IDs may be assigned to a master ID.
- Note: Rep IDs are usually provided by the supplier and then are used by reps when an order is placed.
- Note: Rep IDs must be unique per supplier. In other words, supplier "A" can only have one rep ID "123", but supplier "B" is allowed to have that same rep ID.
- Technical: A rep ID is a unique relationship between a rep and a supplier.
Commission rules
Rep IDs identify the rep and agency of a commission item and the schedule, addendums, splits, and referrals that may accompany them. In addition, by assigning the rep ID to a master ID and that master ID to an account group, the rep ID may be linked to an account group and all the commission rules of that group.
Assigning a rep ID
There are three ways to assign a rep ID to a rep:
- Assign rep IDs page: There is a page dedicated to assigning unassigned rep IDs to reps. From the "Manage Rep IDs" page click "Assign Rep IDs" or from the commission run "Imports & deposits" page click on the number of unassigned rep IDs.
- From the rep’s page: On the details page of a rep click "Assign a rep ID".
- Add the rep ID to the rep in the first place. See below
Security
Staff users
- Adding, editing, and assigning rep IDs requires the "Add, edit, assign rep IDs" privilege.
Agency managers
- Agency managers can see the rep IDs of reps in their agency.
- Agency managers will also see the rep ID of reps from other agencies on items that pay their agency a referral.
Agency reps
- Agency reps can see their own rep IDs.
Modules
- The Rep ID requires the "Commissions" module.
Adding a rep ID
There are four ways to add a rep ID:
- Automatic: When RPM imports a new rep ID it adds it to the system. This rep ID must then be assigned to a rep. See commission data import
- Manually to a rep: On the details page of a rep click "Assign a rep ID". The wizard will allow you to add new rep IDs that will be automatically assigned to this rep.
- Manually to a supplier: On the "Manage rep IDs" page click "Add a rep ID". This rep ID must then be assigned to a rep.
- During setup: When setting up RPM for a subscriber and administrator can import a list of reps in an excel file. This list can contain rep IDs. Administrators only: On the details page of a subscriber click "Import agents".
- This page was last modified 19:37, 30 Mar 2007.
- This page has been accessed 1650 times.