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All collectionseInsights by eGeezSALES IMPORT, ROYALTIES & RECONCILIATIONHow do I import sales, calculate royalties and prepare royalty statements?

How do I import sales, calculate royalties and prepare royalty statements?

eInsights assists with royalty preparation powered by eSMART Ai

eInsights helps licensees turn sales information into structured royalty reporting using their applicable licensing agreements.

The Sales Import experience follows four principal stages:

Import → Analyze → Calculate → Review

Step 1 — Import

  1. Sign in to your Licensee account.

  2. Open Sales Import.

  3. Select the available import option.

  4. Upload your supported sales data.

  5. Confirm the relevant reporting period and information requested.

Make sure the source data is accurate and complete before proceeding.

Step 2 — Analyze

eInsights analyzes the imported sales information and attempts to associate relevant records with licensed products, licensors and agreement information.

Review:

  • Identified licensors.

  • Product and SKU associations.

  • Unmatched or incomplete records.

  • Reporting periods.

  • Relevant agreement relationships.

Resolve missing or incorrect information before relying on the resulting calculations.

Step 3 — Calculate

The calculation stage uses the applicable licensing information to prepare royalty amounts.

Depending on the agreement and available data, calculations may involve:

  • Reported licensed-product sales.

  • Applicable royalty rates.

  • Product or category-specific terms.

  • Territory-related conditions.

  • Minimum guarantee recoupment.

Review the calculation basis carefully, particularly where contractual exceptions apply.

Step 4 — Review

  1. Open the resulting royalty review.

  2. Examine the calculated totals.

  3. Review the statements associated with each licensor.

  4. Confirm the relevant reporting period and agreement.

  5. Correct any identified data issues through the supported workflow.

  6. Submit or advance the statements through the applicable review process.


Common issues to check

Unmatched SKU: Confirm that the product identifier and relevant licensed-product record are correct.

Missing licensor: Check the product-to-licensor relationship.

Unexpected royalty amount: Review the agreement's royalty rate, calculation basis and applicable exceptions.

Minimum guarantee discrepancy: Review the agreement's recoupment terms and relevant ledger information.

Duplicate sales: Check whether the same reporting data has already been imported or processed.

Important: eInsights assists with royalty preparation, but the reporting company remains responsible for reviewing the accuracy of its sales data and contractual obligations.

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