Royalty Software: Online Royalty Reporting

On the Dashboard, click "Submit" to begin the submission process for the desired royalty report

NOTE: previously submitted royalty reports must be approved before a new report can be submitted.

Click "Yes" if you are reporting zero sales to proceed directly to the submit report page. Otherwise, click "No" to proceed.

Step 1: Profile: make sure your company profile data is accurate and complete. Scroll down and click "Continue" to proceed.

NOTE: this step will be skipped if you’ve updated your profile within the last six months.

Step 2. Manage Products: review the product database in RoyaltyZone to make sure that all of your licensed products are listed. Click "Continue" when ready to proceed.

Licensors can choose from three modes for Product Management. The allowable product management options on this page will be determined by the mode selected by your Licensor.

Open: Both Licensees and Licensors are permitted to add, upload, and edit product data. Use the Add an Upload icons to manage products.
Closed: Only Licensors are permitted to add, upload, and edit product data. Contact your Licensor to request a product be added.
CTI ProofTrak: New products must be submitted for approval in ProofTrak by Licensees. Product data is synced to RoyaltyZone once approved in ProofTrak.

See the How do I add Products? tutorial for more information on managing products in RoyaltyZone

Step 3. Enter Sales: upload or enter sales transaction data for the royalty reporting period.

Option 1: click "Upload Sales" to upload your sales transaction data

• Download the Sales Data Template

Paste your exported sales data into the proper columns on the upload template

    •    Follow instructions in template
    •    Do not delete or reorder columns
    •    Remove any extra header, total, and/or blank rows
    •    Delete the instructions rows prior to import

Helpful Hint: the available Territories and Distribution Methods are listed on the sales upload page in RoyaltyZone

Territory and Distribution Method names must match exactly. Copy and pasted from this page to your upload file. You can also choose to map your terminology to the terminology in RoyaltyZone. For example, lets say you have named the Territory "USA" in your accounting software, but it is named "United States" in RoyaltyZone. RoyaltyZone will identify the mismatch, then prompt you to fix the error. Once mapped, Royaltyzone will replace USA with United States for the current upload, and all future uploads.

Save your upload file in CSV format, return to RoyaltyZone, and upload the file.

NOTE: uncheck the header row box if you deleted the header row form the template. If you need help creating a CSV file, view the How do I save my file as CSV? tutorial

RoyaltyZone will check your file for errors. Click "Continue" when prompted.

View the "How do I fix sales upload errors?" tutorial to learn how to resolve the various sales upload errors

NOTE: you will be notified by email when the upload is complete if your file contains over 1000 sales transactions

Your uploaded sales transactions will be captured in the table.

1. You can edit or delete individual sales transactions
2. You can "Delete All Sales" if you need to start over
3. You can "Export Sales" to a CSV file
4. You can upload or enter additional sales, which will be added to the list of sales transactions.

Option 2: if you only have a few items to report, click "Add Sale" to manually enter sales data

1. Complete all fields on the entry form
2. Click "Save" to return to the sales transactions list
3. Click "Save and Add Another" to continue adding sales transactions

Click "Continue" at the bottom of "Step 3. Enter Sales" to proceed.

RoyaltyZone will take a moment to calculate royalties and create the royalty report.

Step 4: Submit Report: review the report for accuracy and submit to your Licensor

Review the report totals in the Report Summary box

Scroll to the right to review the Net Sales and Royalty Calculations for each Sale, Return, and Exempt Sale (if permitted)

Scroll to the bottom of the report to review recoupable Advance balances and progress towards Minimum Royalty Guarantees

If desired, export the royalty report to CSV for further review

Click on any numbered icon to return to a previous step. You can change or edit any item prior to submission.

When ready, click the affirmation check box, write an optional note to the Licensor, and click "Submit Report"

You will reach the confirmation page when successfully submitted

You will also receive a confirmation email

How do I create and submit a royalty report?