This is for Newsagencies Only

All arrivals and returns for subagents will go into the week-ending that your billing is currently up to.

Daily Workflow Overview

To ensure subagents receive the correct stock and paperwork, follow this daily routine:

1. Arrive Titles: Process your Magazine and Newspaper arrivals as soon as they land. See Magazine Arrivals Through EDI / XChangeIT or Invoice Arrivals for detailed steps on arriving invoices.

2. Adjust Quantities: Use the Confirm Orders screen during arrival to manage shortages or extra requests.

3. Print Dockets: Generate the delivery/packing slips for the subagents. Subagents can have dockets / documents printed off for each day that they receive magazines or papers from your business.

4. Print Blank Returns Form (Optional): Print a blank form for your subagents to fill in with their Returns.

5. Process Returns: Scan any unsold stock returned by the subagents to keep their credits up to date.
   

Adjusting Quantities During Invoice Arrival

You can change what a subagent receives "on the fly" without leaving the invoice arrival screen.

• Enable the Screen: In Stock → Invoice Arrivals, ensure the Don't Show Confirm Orders option is NOT ticked. This will be remembered for the supplier in Invoice Arrivals.
  

• Modifying Subagent Allocations - when the Confirm Orders window pops up:

  • Provide quantity: Change this to adjust the quantity allocated for the current week only.

  • Standing Order Qty: Change this to permanently update their order for all future weeks.
    

  • The Recommended and Required quantities are for reference, and cannot be changed here. Recommended quantities are based on the Order Recommendation settings HERE.

• Shortages: If you received fewer copies than expected, use the Provide field to fair-share the available copies among your subagents.
  

Printing Subagent Dockets (Delivery Slips)

Dockets provide the subagent with a record of what was delivered and inform of any upcoming recall dates. They can also be used as delivery slips for drivers.

• Prerequisite: From the main screen of Retailer, go to Customers screen, then click on Orders → Subagent Details tab and ensure Print Subagent Docket is ticked. Click Save if you make any changes.

• To Print: From the main screen of Retailer, go to Reports → Newsagency → Subagent Dockets in the top menu.

• Settings: Select the delivery date. The dockets will print to your Windows default printer in the order set in your Subagent Sequence.
  Other docket options

  1. Print Totals
     
  2. Print each docket on its own page
     
  3. Print Dockets in Sequence Order
     
  4. Display Cost Price & GST Paid
     
  5. Print Dockets as Invoices
     
  6. Show Withdrawn
     
  7. Display Title Price
     
  8. Print Bulk Sizes on Dockets
     
  9. Print Commission %
     
  10. Print Recall Dates on Dockets
      
  11. Show Banding on Report
      

  
  

  Amount type to print
  

  1. Use Delivered Amount
     
  2. Use Extras
     
  3. Use Delivered plus Extras
     

  
  

  Delivery types to print
  

  1. All delivery types
     
  2. Selected delivery type
     

• Select Subagents to Print: All subagents will be selected by default to print a docket. Click on individual subagent names to select specific subagents to print a docket for.
  

  

  You can click on a name, and then hold Shift on the keyboard to click multiple names to include.

• Docket Messages: Enter a short message that you wish to appear in the docket for the subagent to read.
  

• Click Preview to view the dockets first, or click Print to print them off.
  

Printing Blank Subagent Returns Form

Retailer lets you Print or Email a blank returns form for subagents so that they can fill it in with their actual returns.

This allows you to keep a paper trail of what was physically returned from the subagent.

It is a good idea to have the subagent sign the form to say they agree with what is being sent back.

You should print this form near the end of the week after all your arrivals to ensure all items delivered are on the form. Monthly titles for example wont print until they are arrived.

To print the form:

1. From the main screen of Retailer, go to Reports → Newsagency → Blank Returns Form in the top menu.
2. Choose to print for all subagents or selected subagents.
3. Choose the week-ending date. This will default to the where your billing is up to.
4. Make sure Use Delivered Quantities is ticked.
5. Enter a message to subagents. This could be terms for returning goods, etc.
6. Click Print to print out the forms.

If you wish to email the forms to the subagents, click Preview. When you close the preview screen, you will be asked if you wish to email the forms out. This email requires the subagent to be setup for email statements, see the Emailing Subagent Statement section in Subagent - Billing & Statements for more information.

Processing Subagent Returns

Returns should be scanned daily or weekly to ensure the subagent's account balance is accurate.

1. From the main screen of Retailer, go to Stock → Stock Returns.

2. Select Return from Subagent to Original Supplier.

3. Select Subagent: Choose the specific business from the dropdown menu.

4. Scan Items: Scan the barcode or enter the PLU. If prompted, select the correct issue number.

5. Credits: These scanned returns are automatically applied to the subagent's current billing week.
   

For information on processing the rest of your returns, click HERE.