You send
The files and the draft come to you; the vendor email goes out from your mailbox.
HomeUse casesMonthly vendor sell-through reports
Monthly vendor sell-through reports
Each manufacturer gets its monthly sales report in the format it expects, built from your invoiced orders, with a cover email ready to send.
EXAMPLE REQUEST
What you ask.
What comes back.
An illustrative exchange with sample data. Your agent works on your own systems and records.
Good for: Sales & customer service, Finance & accounting
Industries: Distribution & e-commerce
Vendor report serviceAccounting
Sample dataCreate last month’s vendor reports, same format as before.
October is ready for two vendors:
Vendor A · 104 lines · 81 ordersNo blank part numbers or ZIPs
ReadyVendor B · 11 lines · 11 ordersNo blank part numbers or ZIPs
ReadyIllustrative example with sample data. Nothing here was sent or posted.
WHAT LUMINORIX DOES
Step by step.
- Reads invoiced ordersPulls every invoiced order line for the vendor’s products in the calendar month, read-only.
- Builds the fileFills the vendor’s established layout: order, invoice date, part number, quantity, delivery state and ZIP.
- Checks for gapsFlags blank part numbers or ZIP codes before the file goes out.
- Keeps two copiesAn internal copy with your figures and a vendor-safe copy without customer names.
- Drafts the emailA short cover email, ready for you to send.
SYSTEMS IT CONNECTS
Works with what you use.
- Odoo
- Excel
- Microsoft 365 mail
Connector availability, data scope and permitted actions are confirmed for your systems before deployment.
WHERE YOU STAY IN CONTROL
Clear boundaries.
No customer names
The vendor copy leaves out customer names by design.
Same format each month
The layout follows the reports you already sent.
RELATED USE CASES
Often paired with.
START WITH ONE RECURRING JOB
Which work should an agent
take off your plate first?
Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.