Sales Data Needed to Compute Royalties

To compute royalties, PubGizmo requires sales data.

Sources

You will generally receive sales data in spreadsheet form (Excel or CSV) from various sources:

• vendors like Ingram, eBound, etc.
• from your sales platform, e.g., Square, WooCommerce
• exported from your accounting software, if the sales are initially recorded there
• sheets you generate yourself, e.g., at a sales event

Regardless of the source, a minimum set of data is required to make the computations. When we are discussing spreadsheets, we mean the columns in the sheets, or, if that data is not provided in a column, as a definition to apply to the entire, e.g., if all the sales are in the US, you don't need a Country column; you indicate at the moment of import that all sales are Country = US.

Required Columns

1. ISBN: the unique International Standards Book Number that identifies each edition.
2. Quantity sold: the number of books sold or returned (expressed as a negative value).

Required Columns, or Defined for the Entire Import

1. Invoice date, date of sale, process date: the date to use to determine the royalty period within which the sales transaction falls. Note that if this date is not available, PubGizmo will allow you to define a single date for the entire import, and each imported sales record will assume that date. For example, you could use the date 31 December 2024 to ensure the sale is recorded in a royalty year that runs from 1 January 2024 – 31 December 2024.
2. Amount remitted: the amount the vendor pays your press for the sale of the book. This is necessary only for royalties based on net. To calculate royalties based on list price, the Edition record must include a list price for the region where the book has been sold (defined in the Country column, below).
3. Country of Sale: the two-letter ISO code for the country where the sale occurred.

Totally Optional Data

This data is "nice to have," and can aid in sales reporting.

1. Invoice number: [optional]:
2. Currency∆
3. XR
4. City
5. Prov
6. Country∆
7. MidC
8. EndC
9. QReturn
10. Title
11. SoldFor
12. SalesImportID (not a column – tacked onto the end of the export/import)