Submit sales for your whole team, in one upload. Instead of each associate uploading from their phone, you send your store's sales report yourself. We review it, then you distribute the rewards.
⚠️ Heads up: After your first report, associates can't submit for that campaign themselves, so keep uploading or your team stops earning.
🏬 How to Submit Store Sales
Step 1 - Go to My Stores
Step 1 - Go to My Stores
In your Retailer Portal, go to Retail Network > My Stores, then select your store.
Step 2 - Open the Submit Sales tab
Step 2 - Open the Submit Sales tab
Inside your store, open the Submit Sales tab.
Until you upload something, you will see No sales report submitted yet. Once you upload, your reports are listed here.
Step 3 - Pick your campaign
Step 3 - Pick your campaign
Click Upload sales report.
The wizard runs in four steps: Campaign, File, Match columns, Products.
Under Which campaign is this report for?, find the campaign your sales belong to. Each campaign shows the brand underneath it, and you can use Search campaigns to narrow the list.
Select the campaign, then click Next.
Step 4 - Add your file
Step 4 - Add your file
Under Your sales report (CSV or Excel file), upload your report. Once it is added, you will see how many rows and columns it contains. If you picked the wrong file, click the trash can icon to remove it.
Under Where did this report come from? (optional), you can select the system your report came from. This helps us read the file format faster and remember your setup next time. If your system isn't listed, choose Other and type its name.
Click Next.
💡 Note: No spreadsheet? You can send a photo or a PDF instead. Those have to be processed by our team by hand, so they take longer. Use a spreadsheet whenever you can.
Step 5 - Match your columns
Step 5 - Match your columns
Tell us which column in your file holds which piece of information. Open the dropdown next to each field and pick the matching column from your file.
The two required fields are marked with an asterisk:
Sale date
Sale amount
You will also see:
Receipt number
Product UPC and Product name, so we can match your products to the campaign
Quantity, which you can leave blank if each row in your file is one unit
If a field doesn't exist in your file, select My file doesn't have this. Anything still needed is listed under Still missing, and Next stays greyed out until it is filled in.
💡 Tip: Check Remember these choices for next time and we will fill this step in automatically on your next upload. Next time you can pick it from Use a saved setup.
If your file simply doesn't have what we are asking for, click Missing something? Send it as is for manual processing and our team will take it from there.
Step 6 - Match your products
Step 6 - Match your products
Match the products in your file to the products included in the campaign. We fill in what we can, so review the rest.
Anything left as Not in this campaign won't qualify for rewards. If nothing is matched at all, you will see a warning that no sales in the report will qualify.
Step 7 - Submit your report
Step 7 - Submit your report
Once everything is matched, click Submit report.
You will see We've received your report, and we will let you know when it's approved. If anything is missing from your file, our team will reach out.
You can still submit a report with nothing matched, and our team will help sort it out.
Step 8 - Track your report
Step 8 - Track your report
Your report now appears in the Submit Sales tab with:
File
Source
Rows
Status, which starts at Under review and reads Processed once we have reviewed it
Uploaded
🎁 Next step: distribute the rewards
Getting your report processed and getting your team paid are two separate steps. Once your report reads Processed, go back into the campaign and distribute the rewards to your associates. Nothing is paid out until you do.
Read more in How to Distribute Rewards to Your Team
🛠️ If something goes wrong
"We couldn't read this file." Make sure it's a CSV or Excel export from your POS system.
"You've already uploaded this file for this campaign." That exact file has already been submitted. Check the report list before uploading again.
"This file has more than [X] rows." Split it into shorter date ranges and upload each part.
"We couldn't send your report." Check your connection and try again.
Questions?
Reach us through the chat icon in the app or at support@endvr.io.