Channel admin users will have access to the Config area and transaction template within Enable. If you require additional help, please reach out to our support team here.
To download the sales transaction template:
Step 1: Click on Config in the green banner at the top of the page.
Step 2: Click on Import transactions in the drop-down menu.
Step 3: If your organization is a manufacturer, select a distributor and click Next. If your organization is a distributor, this step won’t apply in the import wizard.
Step 4: In the Download step, click to Download template.
Manufacturer view of selecting the distributor
Distributor view of download template
If you are importing transactions via SFTP, you may navigate away from the import transactions area within Enable, and continue with the steps in the next section.
How to populate the transaction template for sales
Once the transactions template has been downloaded, you will need to populate each row with the following column data. Column headers must not be changed or renamed in the file.
Date: The date of the sale, in the format YYYY-MM-DD, e.g. 2024-01-31 for 31st January 2024.
Distributor Branch (Distributor Branch): The branch reference for the relevant distributor. Note the text in the brackets may vary depending on settings determined during your implementation process.
Delivery Type (Delivery Type): Enter either Distributor delivery or Direct. Note the text in the brackets may vary depending on settings determined during your implementation process.
Product (Product): The product reference. Note the text in the brackets may vary depending on settings determined during your implementation process.
End-customer: The end customer trading partner reference.
Currency: The currency of the sale, e.g. USD, GBP, CAD or EUR. Each transaction file can only support one currency; if sales need to be imported for different currencies, one transaction file should be used per currency.
(Optional) External reference: A text field you can use to add additional information, often used for audit purposes to align with external systems. This field is only available if configured.
Units: The total number of units for the sale. Units can have no more than 4 decimal places.
Value: The total monetary transacted value of the sale. A value can have no more than 2 decimal places.
(Optional) Interface Date: If enabled in your channel, populate the interface date with the date of the import, in the format YYYY-MM-DD, e.g. 2024-01-31 for 31st January 2024.
(Optional) Order Line Item: A text field you can use to add additional information, often used for audit purposes to align with external systems.
(Optional) Partner Reference: The distributor/manufacturer reference. This field is optional since the platform provides this information when the transactions file is imported.
(Optional) Agreement ID: If required, populate with the SPA reference (displayed on the SPA details page) to which this transaction line will earn support against. If this column is populated, the Enable platform will attempt to reconcile against the inputted SPA reference. If this column is not populated, the Enable platform will calculate the SPA offering the highest support.
(Optional) Advised Earnings: Allows an expected monetary claim amount to be specified, which will appear in the special pricing support report under distributor estimate; this is typically the earnings a distributor thinks they should be receiving, and therefore rarely generated by a manufacturer. Please note that this is not used for calculating support but is a validation step to ensure alignment. If Advised earnings is populated, then Agreement ID will be mandatory. Advised earnings can have no more than 2 decimal places.
(Optional) Delivery Reference: A text field you can use to add additional information, often used for audit purposes to align with external systems.
(Optional) Invoice Reference: A text field you can use to add additional information, often used for audit purposes to align with external systems.
If required by your implementation team:
(Optional) Add the row count in the final row in the form “ROWCOUNT IS X”, where X is the total number of transactions you are uploading. In the CSV file, this will be the total row count - 2.
How to save the sales transactions file
Save your CSV file and rename the file to the format “TURNOVER-FIRSTDATEtoLASTDATE-TIMESTAMP.csv”, where:
FIRSTDATETOLASTDATE is replaced by the range of transaction dates in the file, in an 8-digit format following yyyyMMdd.
TIMESTAMP is replaced by a 14-digit number in the format yyyyMMddhhmmss made up of the creation date, e.g. TURNOVER-20240101to20230331-20240417030422.csv.
How to upload the sales transactions file
Step 1: Connect to your SFTP location using the SFTP credentials provided by your implementation team.
Step 2: Navigate to the Imports folder.
Step 3: Upload the Transactions CSV file into the Imports folder.
Step 4: Create an empty file with the same name as the Transactions CSV file with an additional appended “.ok” (e.g. TURNOVER-20240101to20230331-20240417030422.csv.ok). This will begin the import process into your channel.
Step 5: Check to see if the file was received by Enable once the file has finished processing. If the Transactions CSV file is in the Succeeded folder, this indicates that the transaction data is now in the Enable platform. If the Transactions CSV file is in the Failed folder, this indicates that the file has failed and a corresponding Error.txt file will be generated describing the error.
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