After you send — and how little you have to chase
You've just sent this month's credit memos out to your vendors. So what happens now — and how much of it is actually on you to manage? Almost none of it. Let's walk the whole vendor review, from send to settled.
The second you hit send, the ball's in your vendor's court — and this tab is where you watch it happen. Every memo you've sent lives right here, so you always know exactly what's still out for review.
Each one shows its own status, so a single glance tells you where every vendor stands. And you're not the one chasing them. ShelfSpace keeps nudging each vendor with automatic reminders until they respond, so nothing stalls and nobody on your team is stuck sending follow-ups.
So what can a vendor actually do with a memo? Three things. Approve the whole credit, approve just part of it, or push back and decline with a reason. And they don't need a login for any of it — one click in their portal, or a plain reply to the email, and their answer gets recorded.
Want to see what they're looking at? Open any memo you've sent, and the full thing comes right up — the very same document sitting in your vendor's inbox this minute.
Every credit, laid out line by line for them to check — each one tied to a real package, a real cost, and a real reason. There's nothing here to argue with, because it all came straight from your own sales data.
And here's what gives the whole program its teeth. Once a delivery's confirmed, a clock starts — and if a vendor simply goes quiet, after ten calendar days your documented credits approve themselves. Silence is not a veto. Depending on your settings, those credits either book automatically, or wait one click away for your final say.
Now, what if a vendor declines, or comes back with a lowball number? You've got options, right here on the memo. Adjust the amount and re-send it, approve it at their number to keep things easy, or hold your ground and keep the conversation going. It's your call, every time.
And that's the rhythm after you send — vendors approve, trim, or push back, the reminders and the deadline run on their own, and you step in only when you actually want to. A documented, defensible ask — mostly handling itself, right up until it settles.
Episode 1
2:32
When you and a vendor discount together, they share the hit
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Episode 2
3:34
When product ages past its threshold and sells low, the vendor shares the hit
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Episode 3
3:35
The four dials that decide every credit memo — set once, per vendor
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Episode 4
2:41
Advance vendor approval turns a markdown you'd otherwise absorb into vendor-funded co-marketing (wholesale) or added discount budget (consignment).
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Episode 5
3:46
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.
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Episode 6
1:55
The documented way to recover what your vendors owe you
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Episode 7
2:00
The credits vendors almost never argue with
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Episode 8
3:04
Check every draft, then send the month as one clean batch
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Episode 10
3:38
Every switch that shapes what you ask each vendor — set once
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Episode 11
2:05
Vendors reply by email — your AI assistant does the rest
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