Licensee Help Guide
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Licensor Support
Account Admin 8
- How Do I Log in to RoyaltyZone?
- How do I access the online RoyaltyZone meeting room?
- How Do I Request Support?
- RoyaltyZone User Interface Enhancements (For our Licensor's Agents)
- RoyaltyZone User Interface Enhancements (for our Licensor and Agent Clients)
- RoyaltyZone User Interface Enhancements (For our Licensee Clients)
- RoyaltyZone User Interface Enhancements (For our Licensor's Agents)
- How Does The Master Account Sync With The Sub-Accounts?
Set-Up 15
- How do I set up and manage Property Tags?
- How do I add Retailers to Distribution Methods?
- How Do I Archive a Retailer?
- How Do I Export All of My Retailers?
- How Do I View/Edit my Retailers?
- How do I Set Up Agreement Default Fields?
- How to create categories hierarchy?
- How to add and upload Territories?
- How to add manually and upload Distribution Method?
- How to brand my account?
- How do I adjust my " Agreements Table Settings"
- How do I set up "Royalty Reporting rule" and how do they work?
- How do I set up payment instruction on my invoices?
- How do I set up "Liability Insurance" request email?
- What is "Name and Template Mapping" and how can I maintained them.
Licensee Profile, Contacts, Users 9
- How to delete Licensees?
- How do I add a user to my RoyaltyZone account?
- How do I invite a third party to view one or more of my agreements?
- How do I disable Email notifications?
- How do I add a new contact to a Licensee ?
- How do I edit a Licensee contact or user? (including password)
- How do I change the primary user for a Licensee?
- How to create a new licensee?
- How do I convert a contact to a user?
License Agreements 26
- How to create an agreement - Description
- How to create an agreement - Reporting Rule
- How to create an agreement - Rights
- How to create an agreement - Royalty Rates.
- How to create agreement - Guarantees (Cross Collateralize)
- How to enter an agreement - Annual Guarantee
- How to create an agreement - Fees
- How to add Tasks, Notes and Attachment to an agreement.
- How do I publish a license agreement?
- How do I change an agreement from "Published" to "Internal"?
- How do I change an agreement from "Internal" to "Published"?
- How do I renew a license agreement?
- How do I edit a license agreement?
- How do I amend a license agreement?
- How do I cancel a license agreement?
- How do I archive a license agreement?
- How do I delete a license agreement?
- How do I set up currency conversion on an Agreement using exhange rates pulled nightly from European Central Bank?
- How do I set up currency conversion on an Agreement using fixed exchange rates?
- How do I Set Up Agreement Default Fields?
- What is the signature date and how does it affect my Agreement?
- How do I manage a Workflow?
- How do I Create a Pending Amendment and Route for Approval Prior to Changing an Agreement?
- How do I Create a Pending Amendment and Route for Approval Prior to Changing an Agreement?
- Licensee Help Guide
- How Do I Customize My Term Sheets (copied)
Marketing Contributions and Commitments 4
Advances and Guarantees 9
- How do I enter a one time Advance?
- How do I enter a minimum Guarantee, effective over the agreement lifetime, with multiple payment milestones?
- How do I enter multiple Advances or Guarantees with unique effective periods (non cross-collateralized)?
- How do I enter multiple Advances or Guarantees for specific properties, categories, territories, or distribution channels?
- How do I enter a non-recoupable minimum Guarantee?
- How do I make changes to an Advance or Guarantee via Amend?
- How do I view and manage Advance or Guarantee balances?
- How do I add a Sales Quota?
- How do I manage Sales Quotas?
Tasks and Alerts 3
Amendment 11
- How to amend agreement dates
- How to add rights an agreement.
- How to add a new royalty rate or edit an existing one.
- How to extend dates on a guarantee
- How to add associations to a guarantee
- How to edit a guarantee name and dates.
- How to delete guarantee.
- How to add associations to a fee.
- How to edit a fee name and dates.
- How to delete guarantee.
- How to amend a Reporting Rule.
Products 8
- How do I add Products manually and uploading?
- How do I Upload Products?
- How do I View and Export SKU Aliases
- How do I fix product upload errors?
- How Do I Edit Products?
- Updating an Archived SKU
- How do I create a Bundled Product (a SKU with multiple licensed and/or non-licensed properties)?
- How does RoyaltyZone calculate royalties for bundled products?
Product Submissions/Approvals and Assets 12
- How Do I Add Assets to My Asset Library?
- How Do I Turn On Assets And Product Submittals For My Licensees?
- What are custom field and how to create them?
- Understanding the product submissions landing page
- Details of a submission
- How to action a submission
- How do I take back a submission
- How do I skip a stage
- Product submissions Licensor PDF
- How to create product submission analytical chart
- How to upload multiple submissions at once
- How do I go back to previous stage
Royalty Reporting 19
- How Do I enter Historic Royalties and Royalty Payments?
- How do I enter historical Royalties or make a Royalty adjustment?
- How Do I Report Returns and How Do They Affect My Royalties?
- How do I upload royalties using my file format and Column Mapper
- How Do I Manage Unrecognized Retailers - Licensor Version
- How Do I Resolve Unrecognized SKUs on My Royalty Report Invalid SKU Table?
- Help! My royalties are not fully recouping.
- How do I unapprove a royalty report?
- Reports- Export Period Totals
- Reports - Export Period Status
- How do I view royalty results for a custom time period?
- How do I analyze a royalty report to identify unsold items or potential issues?
- How does RoyaltyZone automate currency conversion calculations for sales transactions made in foreign currencies?
- How do I allow royalty reporting reporting by Property and Category without SKUs?
- How do I view and manage sales upload mappings?
- How do I create and edit royalty reporting rules?
- How Do I View and Export My Trends and Analysis Charts
- How do I review a royalty report to avoid errors and identify red flags?
- How to delete a report
Forecast 5
Invoices 6
Participation Reporting 8
- How do I create a Participation Agreement?
- How do I keep Participation Agreement and Source Agreement rights in sync?
- How do I create a Participation Royalty Report?
- How Do I Process My Participation Agreements in a Batch?
- How Can I Use Agreement Categories to Define Royalty Rates on Participation Agreements?
- How do I enter a deduction from royalty owed on a Participation Royalty Report?
- How do I create an invoice to collect a fee on a Participation Agreement?
- How do I review and approve requests for amendments (for schools)
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