Import depletion reports

Upload distributor reports or email them in, then match accounts and products.

Open Depletions in the portal and add your distributors under Distributors.

Upload a report. Click Upload a report, choose the distributor and drop in the file (Excel, CSV or PDF). The first time, match its columns: date, account, product and cases. The mapping is remembered for that distributor's next report.

Or email it in. Under Reports by email, copy your team's address and forward reports to it, or ask the distributor to send them there. Add each sender under Approved senders; files from anyone else wait for your approval.

Review. Every upload and emailed report is listed under Imports; click one to open it. Each import lists accounts and products it couldn't match. Pick the right one once and future reports match it automatically. Sales then appear on accounts, in goals and in the app.