Tutorial · Episode 11

ShelfiQ Handles the Vendor's Reply

Vendors reply by email — your AI assistant does the rest

Tutorials › ShelfSpace Credit Memos › ShelfiQ Handles the Vendor's Reply

Chapters

  1. 0:00Intro
  2. 0:13Every credit memo you send goes out as an…
  3. 0:35And it all lands right here, on the memo…
  4. 0:48Here's a real one
  5. 1:01And the answer comes right back in the same…
  6. 1:21So what does your team actually have to do…
  7. 1:42That's the whole idea
Full transcript

Your vendors are busy, and the last thing they want is one more login just to deal with a credit memo. So with ShelfSpace, they don't need one. Here's how a simple email reply turns into a done deal.

Every credit memo you send goes out as an email your vendor can just reply to — no login, no portal, nothing to learn. They write back in plain English, and ShelfiQ, your AI assistant, reads that reply, understands what they decided, and books it for you — approve the whole credit, approve part of it, or push back — automatically.

And it all lands right here, on the memo itself. Every message between you and your vendor, kept together in one thread — so nothing important is buried in an inbox only one person can see.

Here's a real one. Your vendor read the memo and wrote back — the waste credit looks right, but that co-marketing line seems a little high, can we take a look? A fair question, in their own words.

And the answer comes right back in the same thread, tied to the actual numbers behind that line — exactly where the co-marketing charge came from, promo by promo. No phone tag, no digging through spreadsheets. The memo simply waits, and only moves forward once your vendor's satisfied.

So what does your team actually have to do here? Most days, nothing at all — ShelfiQ handles the routine back-and-forth on its own. But you're never locked out. When you want to weigh in, your reply goes right here, and if a vendor ever asks for a real person, or the conversation gets thorny, it's handed straight to you.

That's the whole idea. Your vendors reply the way they'd reply to anyone, ShelfiQ turns those plain words into real decisions on the memo, and your team steps in only when it genuinely wants to. Less chasing, no extra logins, and a credit conversation that mostly runs itself.

More in ShelfSpace Credit Memos

Co-Marketing Credits — video thumbnail Episode 1 2:32

Co-Marketing Credits

When you and a vendor discount together, they share the hit

Watch + transcript
Inventory Aging Credits — video thumbnail Episode 2 3:34

Inventory Aging Credits

When product ages past its threshold and sells low, the vendor shares the hit

Watch + transcript
Setting Your Credit Rates — video thumbnail Episode 3 3:35

Setting Your Credit Rates

The four dials that decide every credit memo — set once, per vendor

Watch + transcript
The Promotions Page — video thumbnail Episode 4 2:41

The Promotions Page

Advance vendor approval turns a markdown you'd otherwise absorb into vendor-funded co-marketing (wholesale) or added discount budget (consignment).

Watch + transcript
Running Credit Recovery — video thumbnail Episode 5 3:46

Running Credit Recovery

Load last month's POS reports into the self-serve wizard and turn them into a clean stack of vendor credit memos — the whole monthly cycle, start to finish.

Watch + transcript
What Is a Credit Memo? — video thumbnail Episode 6 1:55

What Is a Credit Memo?

The documented way to recover what your vendors owe you

Watch + transcript
Return & Waste Credits — video thumbnail Episode 7 2:00

Return & Waste Credits

The credits vendors almost never argue with

Watch + transcript
Reviewing & Sending Credit Memos — video thumbnail Episode 8 3:04

Reviewing & Sending Credit Memos

Check every draft, then send the month as one clean batch

Watch + transcript
The Monthly Vendor Review — video thumbnail Episode 9 2:28

The Monthly Vendor Review

After you send a credit memo: how the vendor approves, partials, or declines — and how deemed approval protects you when they go quiet.

Watch + transcript
Credit Recovery Settings — video thumbnail Episode 10 3:38

Credit Recovery Settings

Every switch that shapes what you ask each vendor — set once

Watch + transcript
How Approved Credits Get Applied — video thumbnail Episode 12 2:46

How Approved Credits Get Applied

From approved to real dollars back — mostly on its own

Watch + transcript
The Scorecard: Measuring Your Credit Program — video thumbnail Episode 13 2:28

The Scorecard: Measuring Your Credit Program

One screen for what your credit program actually recovered

Watch + transcript