Confidentiality Notice
This document may contain information of a confidential, proprietary and/or sensitive nature. This document and the information in it may not be reproduced or disclosed to any unauthorized users without the prior written permission of FilmTrack, Inc (here-to-forth known as ‘The Company’). Any unauthorized reproduction or disclosure of this document or the information contained in it is strictly prohibited. All authorized reproductions (either in whole or in part) shall bear this confidentiality notice.
On the Dashboard, click "Submit" to begin the submission process for the desired royalty report
NOTE: previously submitted royalty reports must be approved before a new report can be submitted.
Click "Yes" if you are reporting zero sales to proceed directly to the submit report page. Otherwise, click "No" to proceed.
Step 1: Profile: make sure your company profile data is accurate and complete. Scroll down and click "Continue" to proceed.
NOTE: this step will be skipped if you've updated your profile within the last six months.
Step 2. Manage Products: review the product database in RoyaltyZone to make sure that all of your licensed products are listed. Click "Continue" when ready to proceed.
Licensors can choose from three modes for Product Management. The allowable product management options on this page will be determined by the mode selected by your Licensor.
Open: Both Licensees and Licensors are permitted to add, upload, and edit product data. Use the Add an Upload icons to manage products.
Closed: Only Licensors are permitted to add, upload, and edit product data. Contact your Licensor to request a product be added.
CTI ProofTrak: New products must be submitted for approval in ProofTrak by Licensees. Product data is synced to RoyaltyZone once approved in ProofTrak.
RZ Product Product Manager (Not Shown): New products must be submitted for approval in the RoyaltyZone Product Management System
MediaBox: (Not Shown): New products must be submitted for approval in MediaBox. Product data is synced to RoyaltyZone once approved in MediaBox
See the How do I add Products? tutorial for more information on managing products in RoyaltyZone
Step 3. Enter Sales: Upload or manually enter sales.
Option 1: "Upload Sales"
Export the "Sales Data Template". These are the fields that will need to be entered.
Copy and Paste your sales data into the proper columns on the upload template
• Follow instructions in template
• Do not delete or reorder columns
• Remove any extra header, total, and/or blank rows
• Delete the instructions rows prior to import
Helpful Hint:
Prior to filling out your sales upload, download the "Available data items'. This will give the user an entire list of Territories, Distribution Method, Retailer and SKU that are contracted.
Territory and Distribution Method names must match exactly. Copy and pasted from this page to your upload file. You will have the option to map data if errors were made.
Save your upload file in CSV format, return to RoyaltyZone, and upload the file.
NOTE: Unchecked the header row box if you deleted the header row form the template. If you need help creating a CSV file, view the How do I save my file as CSV? tutorial
RoyaltyZone will check your file for errors. Click "Continue" when prompted.
View the "How do I fix sales upload errors?" tutorial to learn how to resolve the various sales upload errors
NOTE: you will be notified by email when the upload is complete if your file contains over 1000 sales transactions
Your uploaded sales transactions will be captured in the table.
1. You can edit or delete individual sales transactions
2. You can "Delete All Sales" if you need to start over
3. You can "Export Sales" to a CSV file
4. You can upload or enter additional sales, which will be added to the list of sales transactions.
Option 2: if you only have a few items to report, click "Add Sale" to manually enter sales data
1. Complete all fields on the entry form
2. Click "Save" to return to the sales transactions list
3. Click "Save and Add Another" to continue adding sales transactions
Click "Continue" at the bottom of "Step 3. Enter Sales" to proceed.
RoyaltyZone will take a moment to calculate royalties and create the royalty report.
Step 4: Submit Report: review the report for accuracy and submit to your Licensor
Review the report totals in the Report Summary box
Scroll to the right to review the Net Sales and Royalty Calculations for each Sale, Return, and Exempt Sale (if permitted)
Scroll to the bottom of the report to review recoupable Advance balances and progress towards Minimum Royalty Guarantees
If desired, export the royalty report to CSV for further review
Click on any numbered icon to return to a previous step. You can change or edit any item prior to submission.
When ready, click the affirmation check box, write an optional note to the Licensor, and click "Submit Report"
You will reach the confirmation page when successfully submitted
You will also receive a confirmation email
