Part 4: Uploading a Sales Report – Resolving Errors

To see the entire process from start to finish, click here for the full step-by-step guide (Parts 1-4) on how to submit a sales report in Brainbase. Otherwise, continue reading for Part 4. 

When uploading a royalty/sales report, you may run into errors that need to be fixed. For instance, there may be financial errors in calculations, multiple property name aliases, or misspellings of certain required data points. 

Our system works in the background to check if there are any errors in the report that don’t match contract terms, and if so, they would show up here (see the image of some examples below). This is possible through our fully-automated advanced sales & royalty calculations which essentially eliminates any risk of human error.

You will need to either fix your errors in your file and re-upload it or use our resolve feature to quickly fix them within the app. Our resolve feature allows you to quickly fix them right within the app. These fixes are then applied to future uploads with the same recurring errors.

Watch the video tutorial here or follow the steps below:

In the background, our sales importing tool has automatically calculated all financial data and checked for errors that don't match contract terms. If any issues are detected, they will be shown here.

Here you can see I have run into two types of errors – the first error is a misspelling of the property name, and the second error is an alias of the territory name.

There are 12 instances of the misspelling error and six instances of the aliasing error, as you can see in the image below: 

Since this is a misspelling of the property name, we want to replace it with its correct spelling. 

This is not a wrong or incorrect spelling of the territory name, just another way of writing it. Therefore, we will choose Option 1 to add this as an alias to the existing territory name. 

This will also be applied to future uploads as well that have the same alias.