Monthly Direct Sales Summary and Discrepancy Report

This help file was created to provide definition and information about the data presented in the Monthly Direct Sales Summary and Discrepancy Report. This email is sent to Direct sellers monthly to provide visibility on their performance and issues they may have with their Reimbursement Invoices (RIs).

Email Message Template

This is the content found in the Monthly Direct Sales Summary and Discrepancy Report:

Section Breakdown

Previous Month Sales Summary

Purpose of Section

This section is included to provide visibility on your store’s sales in the designated calendar month; specifically how many products were sold through Direct, the total value of products sold, and the average price per card sold.

Metrics Included

• Total Direct Sales Quantity - Sum of the quantity of cards your store has sold through Direct in the designated month
• Total Direct Sales Value - Sum of the value of all cards your store has sold through Direct in the designated month
• Average Card Value of Cards Sold - Average value of all cards your store has sold through Direct in the designated month, calculated with the following formula:
  • Average Card Value = (Total Sales Value / Total Sold Quantity) * 100

Discrepancies Summary

Purpose of Section

This section is included to provide visibility on your store’s RI accuracy. Details about RI accuracy requirements can be found in the Reimbursement Invoice (RI) Accuracy section of the Direct Seller Agreement.

Metrics Included

• Last Month Error Rate - Percentage of discrepancies found in your store’s RIs generated in the designated calendar month, calculated with the following formula:
  • Error rate = (Total discrepancies / Total products sent) * 100
• Total Discrepancies - Sum of all discrepancies found in your store’s RIs generated in the last designated calendar month
• Total Completed RIs - Sum of all generated RIs completed in the designated calendar month
• # of Products in Completed RIs - Sum of all products fully processed in RIs generated in the designated calendar month

Discrepancies Type Summary

Purpose of Section

This section is included to provide visibility on the issues your store’s RIs had that impacted your accuracy metric. Details about RI accuracy requirements can be found in the Reimbursement Invoice (RI) Accuracy section of the Direct Seller Agreement.

Metrics Included

• Conditioning Error - Sum of all products found to be misconditioned in your store’s RIs. You can find our Conditioning Guidelines here.
• Extra Cards Error - Sum of all extra (non-needed) products found in your store’s RIs
• Missing Cards Error - Sum of all products missing from your store’s RIs

Packaging Summary

Purpose of Section

This section is included to provide visibility on the packaging issues your store’s RIs may have. Details about RI packaging requirements can be found in the RI Packing Requirements section of the Direct Seller Agreement.

Metrics Included

• Packaging Issues Identified - Displays the RI Number(s) impacted and the issues associated with each.

Overdue Summary

Purpose of Section

This section is included to provide visibility on how many overdue RIs your store has had. Details about RI shipping requirements can be found in the RI Shipment Requirements section of the Direct Seller Agreement.

Metrics Included

• Total Generated RIs - Displays number of RIs generated by your store in the designated calendar month.
• Total Overdue RIs - Displays number of RIs deemed overdue in the designated calendar month.

FAQ

Why don’t my Total Direct Sales Quantity and # of Products in Completed RIs match?

The Total Direct Sales Quantity metric is the total number of products sold by your store in the designated month. The # of Products in Completed RIs shows the quantity of products generated into RIs that have been fully processed for the designated month. Items sold in a given month might not generate into an RI until the following calendar month, so there will often be a difference in these totals. Additionally, unprocessed RIs and associated quantities are not counted in the # of Products in Completed RIs metric.

When I divide my total discrepancies by total Direct sales, I get a different error rate than the email displays.

The calculation for error rate divides Total Discrepancies by # of Products in Completed RIs. This ensures that the discrepancies are only associated with the RIs that contain them. Products do not always generate into an RI in the same month as the sale, so the Total Direct Sales Quantity metric cannot be used for error rate calculations.

Where can I find the logic for how RI discrepancies are calculated?

You can find the logic for how RI discrepancies are calculated in the Reimbursement Invoice (RI) Accuracy section of the Direct Seller Agreement.

Where can I find the rule list for packaging issues?

You can find the rule list for packaging issues in the RI Packing Requirements section of the Direct Seller Agreement.

How will I be informed if my participation in Direct is at risk due to my error rate, packing issues, or other issues?

If your account is at risk in any way, we will contact you through the email address listed in your Seller Portal’s My Details section. This email will contain an overview of the issue in question as well as success criteria for remaining in Direct.