Telus TPM Documentation

autopay

tina.robles (tina.robles@undisclosed.example.com) — 2026-05-12T15:45:29+00:00

Autopay and Off Invoice Autopay In order to access the Autopay process in the system, your user role must include Admin Autopay. Only users with this role will have access to generate, review and approve the automated earnings. To access Autopay – it’s located in the Admin section of the menu.

auto_matching_rules

tina.robles (tina.robles@undisclosed.example.com) — 2026-04-30T19:06:51+00:00

Deduction Auto Match Settings and Rule Configuration Deduction Settings The deduction settings allow for automatic matching of claims to deductions by modifying information in specified fields. The following options are available: Field Modification Options

match_deductions

tina.robles (tina.robles@undisclosed.example.com) — 2026-04-30T19:02:13+00:00

Deduction Matching The Deduction Matching screen is used to match claims to deductions. Select Match Deductions from the Deduction menu to access this screen. The File Load and File Received Date information can be viewed by clicking the Show Dates button at the bottom of the screen.

client_settings

tina.robles (tina.robles@undisclosed.example.com) — 2026-04-28T19:21:54+00:00

Reporting - Admin Client Settings Client Settings can be configured in the Admin -> Client Setup -> Client Settings menu option. There are 8 different areas to manage the Client Settings. Remember click Save after making changes! ----------

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tina.robles (tina.robles@undisclosed.example.com) — 2026-04-28T19:21:10+00:00

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tina.robles (tina.robles@undisclosed.example.com) — 2026-04-28T19:20:32+00:00

setting_up_a_new_contract

tina.robles (tina.robles@undisclosed.example.com) — 2026-04-28T19:10:03+00:00

Setting up a new Contract: Click Create on the Contract menu. In the contract creation process: Single Template Scenario: When only one default template is configured in the system, users will be automatically redirected to the Contract Create screen upon initiating the contract creation process.

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tina.robles (tina.robles@undisclosed.example.com) — 2026-04-27T20:04:57+00:00

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tina.robles (tina.robles@undisclosed.example.com) — 2026-04-27T19:59:58+00:00

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tina.robles (tina.robles@undisclosed.example.com) — 2026-04-27T19:59:21+00:00

company_set_up

tina.robles (tina.robles@undisclosed.example.com) — 2026-04-27T19:52:04+00:00

Company Set Up To set up or modify a Company, navigate to the Company Admin screen. ---------- This is where you set up all the companies your company will deal with by selling product, buying product, setting up rebates, Earned Income, Off Invoice deals, etc. This typically means the Distributors/Retailers you sell to and the Operators/Grocery Chains you set up rebate programs with.

reports_-_itb

tina.robles (tina.robles@undisclosed.example.com) — 2026-04-27T19:37:02+00:00

Tableau Reporting In the Box Reports The list of reports below are available. Contact your Account Manager for additional information and setup. ---------- Reports currently available under the TPM Standard Reports section within Tableau * Sales Analysis

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tina.robles (tina.robles@undisclosed.example.com) — 2026-04-27T19:35:20+00:00

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ayush.sacher (ayush.sacher@undisclosed.example.com) — 2026-04-15T10:04:34+00:00

notifications

tina.robles (tina.robles@undisclosed.example.com) — 2025-12-19T18:56:28+00:00

Notifications Application notifications are presented upon Menu expansion and are positioned beneath the client's logo. The notification bell's color indicates status: green signifies no unread notifications, while red denotes new notifications. Clicking the bell will open the notification window with the

profile

tina.robles (tina.robles@undisclosed.example.com) — 2025-12-19T18:50:31+00:00

User Settings To modify your account profile settings, select the User Settings option from the dropdown menu located under your name. ---------- Profile This section is where the user's email address and name can be updated. ---------- Reset Password

changing_your_password

tina.robles (tina.robles@undisclosed.example.com) — 2025-12-19T18:45:51+00:00

Changing your Password To reset or modify your password, please access the “User Settings” option from the dropdown menu located next to your name. You will see this area. Enter your current password, select a new password and confirm that password.

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nicholas.marino (nicholas.marino@undisclosed.example.com) — 2025-11-26T21:33:52+00:00

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nicholas.marino (nicholas.marino@undisclosed.example.com) — 2025-11-26T21:33:46+00:00

price_generation

tina.robles (tina.robles@undisclosed.example.com) — 2025-11-24T20:24:58+00:00

Price/Rate Generation The Price Sale tier employs automated price generation derived from sales transaction data. Prices are calculated for defined timeframes based on sales data occurring within those periods. Price Generation Period Type Defines the temporal granularity for price calculation: