Vendor Remittance Report Overview

Overview: 

All of DocuPet’s partner organizations, as well as their third-party vendors can be provided access to DocuPet’s Reporting Tool.

If you see this symbol when in the reporting page it means you have “Vendor Reporting” access. This means that you can view sales and remittance reports for your assigned vendor. Vendor remittance reports will allow you to track all of the funds collected by DocuPet or any third party vendor you have permission to view, over any monthly period.

How To: 

1. From your DocuPet Dashboard to access your reporting you will need to click “Reports”.

2. Once here highlight the “Vendor Reports” Icon.  

3. When you highlight the Vendor symbol you will see a dropdown menu. Click “Remittance Report”.

4. Your organization will pre-populate at the top. Select which “Vendor” you would like to pull the remittance report for. (Note: you can only pull one vendor at a time)

5. You will also need to select which month you would like to pull the report for, and then click the blue arrows button to populate the report.

6. This will load a summary view of all Product Sales. Columns include unit sales and revenue totals divided into columns showing DocuPet, Vendor and totals.

6. Clicking the arrow beside the 'Organization Sales' or "DocuPet Sales" under the Categories/Products column reveals a breakdown of the above Product type.

7. At the bottom of each Report, amounts owed to the Vendor are shown. In the case of third party vendors such as shelters who sell licenses, any commissions they may earn are tallied. A monthly Remittance Report for DocuPet could include fees such as Credit Card Transaction Fees, and any other monthly fees owed by the Partner to DocuPet.

8. At the end of every month, DocuPet’s online Remittance Report will be automatically compiled for you to access.

9. All report views can be downloaded as PDF files.

Detailed transaction reports can also be downloaded as formatted .xls files.