It is important to make sure that retailers and suppliers are on the same page with invoice policies. In order to better facilitate such coordination, Dsco will now allow retailers to set their invoicing policy within the “Settings” tab of the portal. We’ve also added pop-up messaging on the invoicing pages to keep brands and suppliers up to date as to the invoicing policy of their retailer before they proceed with action on an order.
If you are a retailer and would like additional help with using this feature, reach out to your account manager or contact our support team.
If you are a retailer here are instructions for setting up your Invoicing Policy:
Step 1: After logging into your Dsco account, select the white gear icon at the bottom of the lefthand navigation bar and select ACCOUNT SETTINGS from menu. Select GENERAL from the sub-menu.
Step 2: Within the GENERAL account settings page use the Invoicing Policy drop down menu under the Policy Settings section towards the bottom of the page.
Select which invoicing policy you wish to enforce from the Invoicing Policy drop down menu:
None – No Policy Enforced: The Retailer does not enforce an invoice policy at this time.
Require a unique invoice for each order: This means that suppliers must invoice the entire order at one time.
Require a unique invoice for each shipment: This means that suppliers must invoice the entire shipment at one time.
Require an entire order line to be invoiced at one time: This means that suppliers must invoice the entire order line at one time regardless of the number of shipments.
Click the teal SAVE CHANGES button on the bottom, right-hand corner of the page when you've chosen.
The Invoicing policy will only appear on orders after the new setting has been saved. If the setting is changed, the orders after the new setting is saved will show the new policy. Any orders before the new setting is saved will continue to display the old Invoicing policy.
If you are a supplier, here is how to see your retailer’s Invoicing Policy notice:
Step 1: After logging into your account, select ORDERS from the lefthand navigation bar. You will be re-directed to the NEW ORDERS page by default.
Step 2: Within the NEW ORDERS page, click the PO Number link of any order to open the order's summary page.
Step 3: Select the teal CREATE NEW INVOICE action button in the upper righthand corner of the screen.
Step 4: Since the order is not already marked as shipped in Dsco, you'll see a warning that no shipment information has been uploaded to the order. Select the blue I’ll provide shipping information on the invoice link in this case.
At the top of the page, within a yellow background, you will see a notice including your retailer’s Invoicing policy (similar to the image below).
We hope this new messaging will help you and your trading partners better coordinate on invoicing.
As always if you have any questions, contact our support team.
We’re always glad to help!
Note: You may also reproduce these steps from the main INVOICES page in your Dsco Portal if you wish.