Distributor sales, EDI and manufacturer systems
Three screens for files other companies send you: distributor sales reports, EDI deduction documents and manufacturer CRM exports.
How do I load distributor sales reports and EDI 812 deductions?
- On Distributor sales, pick whose products they are, choose the distributor's file and press Read it. Item numbers are matched to your parts; unmatched lines still count.
- On EDI documents, load an 812 file and say whose invoices it is about. Check the amounts, then make the deductions.
- On Manufacturer systems, send a manufacturer one file instead of typing into their portal, and load their export back to pair their numbers with yours.
Good to know
- Nothing changes until you say so on any of the three screens.
Where to find it
- Data › Distributor sales — try it in the demo (opens in a new tab)
- Data › EDI documents — try it in the demo (opens in a new tab)
- Data › Manufacturer systems — try it in the demo (opens in a new tab)
Read the video transcript
Three screens under Data handle files that other companies send you. First, Distributor sales. Each month a distributor reports what it sold of your lines, and where. Manufacturers pay on that.
Lakeside Industrial sent their August sales of ACME products. Pick whose products they are, choose the file, and press Read it. We matched their item numbers to your ACME parts. Their 'AC-1040-B' is not one of yours, so it goes in unmatched — it still counts.
Last month is already filled in. Add the distributor's name and put it in. August from Lakeside now sits with the other months, ready to send to ACME in the shape they want. Next, EDI documents.
Big customers send deductions as EDI files — hard to read by eye. Here Green Bay Fastener sent an 812 credit/debit adjustment against ACME invoices. The file only has ID numbers, so tell us whose invoices these are and who sent it. We read two deductions out of it: $84.20 for damage and $126.50 for a price difference.
Nothing was created yet. Check the amounts, then make the deductions. Done. They are now in Commissions, Deductions, with the clock running on how long you have to dispute them.
Last, Manufacturer systems. Many manufacturers want your opportunities typed into their portal too. Instead, send them one file, take their export back, and we pair their numbers with yours. This table shows which of their records is which of your deals, and where the figures differ.
Distributor sales, deductions and their numbers — all read in, and nothing changes until you say so.