Export a Sales Detail Report from Ollie for the relevant month as .csv (the full detail export, not the summary). The report must include City and License Number columns.
- Log in to Ollie at app.ollieorder.com
- On the left menu go to Reports โ Sales Detail Report
- Click Filters, enter the appropriate date range (e.g. the full month), and click Apply
- Click Export CSV and note where you save it
- Upload that file below
These accounts are excluded from commission calculations entirely. Pre-checked per the SOP โ uncheck to include. Add additional exclusions by license number as needed.
Sales with a City matching any of these earn Morgan's rate. Everything else goes to Wolfe Jack. Matching is case-insensitive.
One row per unique customer. Subtotals are summed across all product lines per order.
| Customer | City | License # | Region | Subtotal | Commission To |
|---|
Download the BCLDB Customer Orders Monthly Detail from the LDB vendor portal and upload the .xlsx file here. Both agent sheets (10305 beer/seltzer and 11857 cider) will be read automatically.
| SKU | Coast Cases | Other Cases | Total Cases | List/Case | LTO/Case | Net/Case | Coast Revenue | Other Revenue |
|---|
One CSV per payee โ includes the breakdown from both channels plus total owing.