Invoicing Policy and Messaging

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:

1. Log in to app.dsco.io
2. Hover over your company name in the upper right-hand corner.
3. Select “Settings” from the drop-down menu.
4. Within the “General Account Page” settings page hover over the Invoicing Policy drop down menu under the “Order Settings” section towards the bottom of the page.
5. Select the policy you desire from the Invoicing Policy drop down menu:
   1. • 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.
6. Click the green Save Changes button on the bottom, right-hand corner of the page

NOTE: 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:

1. Log into app.dsco.io
2. There are two ways to invoice an order and get to the retailer’s Invoicing Policy notice:
   1. One: Select the “Orders” tab within the main navigation page
      1. Choose an order within the “New Orders” page OR navigate to the status page where the order is located (i.e. New Orders, Shipment Pending, or All Orders)
         1. Select the PO Number to open the order you wish to view
         2. Select the red Create New Invoice action button
         3. If the order is not already marked as shipped, select the blue “I’ll provide shipping information on the invoice” button
      2. 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).
   2. Two: Select the “Invoice” tab within the main navigation page
      1. Select the red Create New Invoice action button
      2. Enter the PO Number you wish to invoice, and click the green Go button
      3. If the order is not already marked as shipped, click the blue I’ll provide shipping information on the invoice button
      4. At the top of the page, within a yellow background, you will see a notice including your Retailer’s invoice 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!