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Import Transactions
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Import Transactions
Customer Exceptions
Troubleshooting Sales/Comms – why don’t numbers show up properly?
There are many potential reasons why sales or commission dollars do not show up properly in reports. Most can be attributed into how the reports...
Learning Administrator
February 19, 2020
Commission Data Overview
Importing Sales & Commission (Flow chart)
This video shows how to use the new mapping screens for the basic Sales & Commission automated uploading process. To view the the Repfabric Im...
Kim Kininmonth
February 13, 2020
Customer Exceptions
Commission Exceptions Introduction (Images)
As an introduction to exceptions, this graphic shows the basis for the logic and then the three options. All commissions are based on prelimin...
Kim Kininmonth
December 30, 2019
Data Management
What fields are required on the import?
To do an import in the entry process there are certain fields required. At a minimum, it has to include customer, invoice date, sales am...
Kim Kininmonth
December 30, 2019
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