How to Get Started with Revya

This guide covers Revya's onboarding process, and how to set up your promo calendar (template included).

What Happens During Onboarding

Onboarding usually takes about one - two weeks, depending on how quickly we connect systems and gather files. Here is the flow.

1. Kickoff Call
30 to 45 minutes
  • We confirm your mix of chargebacks/ deduction sources (UNFI, KeHE, Target, Walmart, Amazon etc.) and your accounting setup
  • You meet your Revya onboarding manager who guides the entire process
2. Account Setup
1-2 days

Shared Inbox

Use or create deductions@yourbrand.com. Keep your normal workflow. Just forward deduction emails here for automatic ingestion.

Portal Access

Add Revya as a limited access user in your KeHE, CVS, Target etc portals with minimal permissions to read remittances. UNFI remittences and DSD invoices received via email can be forwarded to the shared inbox. Or f

TPM and Freight Systems

If you use Trade Promotion Management or freight software, add a read only user for Revya.

3. Data Uploads
3-5 days
  • Deduction PDFs: Pulled automatically from shared inbox and distributor portals once connected
  • Documents outside of deductions: Upload BOL, POD, and proof files directly in the Revya platform or email to shared inbox
4. AI Ingestion and Review
Within 2 weeks
Our platform ingests both historical and current data. You receive access to your Revya Portal with deduction activity mapped to your GL codes, validated, and ready to dispute.
5. Live Review
45 minutes
We walk you through valid versus invalid deductions, pending disputes, and quick win opportunities. Your team can approve or reject validations with a single click.

What You Will Need to Gather

Data Type Source Purpose
Deduction PDFs Distributor/ Retailer portals or email Parse, classify, and code line items
BOL and POD documents 3PL portal, Uploads to the Revya Portal Validate freight and ops related deductions against proof
Promo Calendar Google Sheets, Excel, Promotional Contracts or TPM Confirm promotion related deductions
Slotting Agreements Contract management system, email threads indicating approval, shared drive Verify terms and allowable deduction types
GL Code Reference NetSuite, QuickBooks, or CSV Map to chart of accounts
Product Catalog ERP export or product database Match SKUs and validate product-related deductions
Vendor Agreements Contract management system or shared drive Verify terms and allowable deduction types
Historical Disputes Email threads or dispute tracking spreadsheet Learn from past successful recoveries
Freight Invoices Freight provider portals or accounting system Validate freight and shipping charges
Credit Memos Accounting system or distributor portals Track already issued credits to avoid duplicates

Note: Not all data types are required to start. We typically begin with deduction PDFs, BOL/POD, and promo calendar. We may request additional data sources can be added as needed to improve recovery rates.

Promo Calendar Template

A clean promo calendar lets Revya cross reference deductions automatically. We do not require a TPM platform. Many brands start with a Google Sheet.

Get Your Promo Calendar Template

Copy our starter template with all recommended columns

👉 Download Template

Typical ROI Timeline

1

Month 1

Onboarding complete and 12 month lookback in progress

2

Month 2

First recovery results begin posting

3+

Month 3+

Ongoing automation. Average recovery rate: 82%

Quick Checklist

✅ Forward deduction emails to deductions@brandname.com
✅ Add Revya as a user on your distributor portals
✅ Share your promo calendar using the template above
✅ Upload 12 months of deduction PDFs or let Revya ingest from portals
✅ Upload BOL and POD in the Revya platform or email them to the shared inbox
✅ Provide GL code mapping file
✅ Review your first portal insights with your onboarding manager