Importing Invoices/Commissions

MarketTime offers the ability to import invoices and commissions to help you be more efficient in your commission reconciliation. 

The template needed for this process can be found attached to the bottom of this guide.

This feature is found on the Import Commissions screen under Order Payments in the navigation menu.

Importing ONLY Invoices

In cases where you're only importing invoices with no commission information attached, you may begin with the Select Manufacturer drop-down, then click the Import Invoice & Commission button to proceed.

You will receive a notice that it's recommended that you include a Check with these invoices, but it's not necessary if not importing commission information.

Importing Invoices and Commissions

In cases where you're importing both invoices and commissions, begin by selecting the corresponding Manufacturer and selecting a previously entered Check with the drop-down, or create a new check on the far right. To proceed, click the Import Invoice & Commission button.

Importing the Data

Once you click the Import Invoice & Commission button, locate the file on your computer to proceed.

On the next screen, you'll match your file's columns with the corresponding columns in MarketTime:

If a column as a red X next to it, you'll need to manually match it, or it won't be included in the import.

Click Next to proceed.

This screen allows you to visualize your data, and correct any errors that appear.
In the example below, a single invoice had an error:


In cases where an order isn't found , you can use the Search button to find the correct match to your data, or toggle the Create Direct Order option to make it a Direct order if you know this order doesn't exist.
Among the potential errors you may find, below are the definitions of each:

Invoice has no salesperson to pay

• Why this shows up:
  • The order is missing a "Salesperson to Pay" value
  • The ship to address for the customer does not have a salesperson assigned, and this is a new, direct order
  • Even if the bill to address (i.e., the primary shipping location) has a salesperson assigned, if the ship to address has no salesperson assigned, this error can appear

Multiple orders (#) exist with the given PO Number

• Why this shows up:
  • There are multiple duplicate PO#s in the system, including for different customers
  • In the case where everything is the same, then we will ask you to search for and select the correct PO# to tie to this invoice (you will make this judgment call).

Order not marked as Direct or No orders exist with the given PO Number

• Why this shows up:
  • The importer could not find an exact match for PO# + Ship To Address Name + Ship To Zip Code

Retailer not found for the invoice

• Why this shows up:
  • The importer could not find an exact match between Ship To Address Name + Ship To Zip Code
  • For example
    • The name is misspelled
    • The name in the file is the "Bill to Address Name" instead of the "Ship To Address Name"
    • The address name is the bill to address, and the zip code is the ship to zip code

To finalize your import, click Next, then the Import Invoice/Commission button. 

Any errors received will be given to you in an CSV file you can review, adjust, and re-import as needed.