How to Process Free Good Redemptions | Direct Fulfillment Account
When logging into Astro you will see two Dashboards.
One for Free Goods (any Buy X Get Y Free types of programs) and one for Rebates (any dollars off program redemptions). 1. Click the Dashboard button to enter the Free Goods section.
Unbatched:
1. The Unbatched section will show you any pending redemptions that the retailer has submitted to you for credit that have not been processed yet. Decide which redemptions you want to batch and keep the checkmark next to those retailers; uncheck any you don't want included in the batch.
You can use the filters on the left to narrow down by Retailer Location if you prefer.
If you do not service a retailer who submitted redemptions to you, you can re-assign those to Temporary Holding. The retailer will receive a notification to update the distributor. Here is an article with more information: How to Reassign Retailer Programs to Temporary Holding
3. You can rename all of your batches. You can label them however you want to help you stay organized!
4. Click the Create Free Good Batch button when you are ready to compile a report of the redemptions that are currently checked.
Unfulfilled:
5. You will automatically be taken to the next section; Unfulfilled Batches. This section means that you have pulled the redemptions for processing. Click Batch Description of created batch you just made.
6. Inside the batch you created, there are several export options available to you here if you need them. You will see the Manufacturer Name, Program Name, Item Code (UPC), Item Description, and how many cards were redeemed. Review the batch contents to make sure everything is correct.
If you accidently created the batch or need to redo the batch, select the Unbatch Rewards button. It will move all the redemptions back to the Unbatched section and you can start the process again.
If you click on the Program Name link, you will see additional information such as the Account Number (if you issue one to retailers), Location Name, City & State of the Retailer.
From here if you click on the Location Name, you will see the Frequent Buyer Card or Rebate information.
This is where you can decline the redemption or Unbatch this specific redemption as well. More Information about these options in these articles:
7. When you have a batch in the Unfulfilled section, you should now take the information from the reports and issue credits to retailers. (A batch is the group of redemption reports from the Unbatched section that you pulled.) The batch created shows which retailer(s) redeemed what items and put it into a report so you know what to issue credit for. You give credit back for the amount the retailer purchased the item from you for, for the redemptions. Free Goods will show as Units.
8. Once you issued the credits, you return to Astro and mark the batch "fulfilled." Once you mark a batch fulfilled, the batch will move into the Fulfilled section.
Only mark a batch as Fulfilled if credit has already been issued to the retailers.
Fulfilled:
9. When you mark a batch as fulfilled, it will take you to the Fulfilled section. This means that you have issued credit to the retailers and it will update on the retailers' report that it has been credited. That's it!
Related Information:
If you need any assistance, please contact our Support team at distributor@astroloyalty.com