Quickly and easily manage unrecognized Retailers directly from a submitted royalty report
When uploading sales for a licensee, you will potentially encounter unrecognized retailers twice. You can fix them in either or both locations.
The first location will happen during the upload process, either inline with the upload, or if your upload is greater than 100 rows, by accessing the link in the Sales Upload Error email you will receive. You can fix unrecognized retailers by using the filter tool to search for the retailer and then highlighting your selection
You can fix only some or all unrecognized retailers.
When you have selected a retailer match for those you want to fix, scroll down and select "Fix"
You can then select
1. "Set all as No Match" to leave the rest as unrecognized and complete the sales upload , or
2. "Set No Match This Page Only" to complete this page and move to the next page of unrecognized retailers
If you have multiple pages of unrecognized retailers, it may be easier to begin your fixes by scrolling down and clicking the arrow to go to the last page and work backward. This will allow the pages to back-fill so that the unmatched retailers will remain at the bottom.
If you have not fixed all unrecognized retailers during the Sales Upload, you will again have an opportunity to fix them when your upload has completed.
On Step 4 of the sales reporting process, you can select "Fix on the Unrecognized Retailers table
You will again have the mapping page, where you can
1. Map additional retailers
2. Upload the unrecognized retailers to add them to the distribution(s) listed
3. Return to the royalty report
To Upload the retailers, select "Upload Retailer Fix"
To make sure your Retailers are not already in RoyaltyZone, best practice is to access the Retailers Page located at Setup > Associations > Retailers and search for the Retailer. It may be in RoyaltyZone with a different spelling or under a different Distribution Method. This will keep your account consistent.
- Download the Template
- Select the file you downloaded
- Select Upload
You do not need to upload ALL retailers
When you download the template, you should receive a downloaded csv file. It will have the Distribution Method in Column A and Retailer Name in Column C.
You can delete rows if you don't want to upload certain retailers.
You can change the spelling of a retailer, BUT you will then need to map the reported retailer to the new spelling.
You CANNOT change a Distribution Method in this file
Save the file as a csv (if not already), and then go back to the upload page, Select Choose File and choose the saved file, and then select "Upload". RoyaltyZone will upload the Retailers to the appropriate Distribution Methods and when you return to the report, they will no longer show as unrecognized.
You do not have to fix any or all retailers on a report to be able to approve it. You can fix or upload some, all or none. The retailers that show in red on the Sales and Returns Table of the report will not be added to RoyaltyZone
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.
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