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Partner file workflows for partner operations

Give every partner a clear file workflow and your team one place to follow it.

Set access, file expectations, periods, correction paths, and accepted handoff once, then give partner managers and coordinators a dependable view of every recurring exchange.

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What partner operations needs

Make expectations clear for partners and follow-up clear for your team.

DTO Flow connects each submitting partner to a dedicated incoming feed, visible requirements, correction history, and an accountable accepted result.

Give the right partner the right access

Give each partner a secure, dedicated view of the exchanges and actions relevant to their work.

Publish clear submission expectations

Show the expected period, package, filenames, formats, and agreed checks before the partner submits.

Keep follow-up accountable

See missing, late, failed, corrected, accepted, and replaced submissions with every attempt connected to its partner.

A clear partner journey

Give every submitting partner a repeatable path to acceptance.

Use one dedicated incoming feed per submitting partner so access, periods, expectations, and history stay clear.

  1. Define the recurring exchange

    Set the expected package, schedule, formats, filename matching, and optional detailed table checks.

  2. Invite and assign the partner

    Give each partner a dedicated submission path through the portal or an agreed automated connection.

  3. Open the expected period

    Show the week, month, quarter, campaign, or ad hoc event the partner is completing.

  4. Guide the submission

    Let the partner provide every expected file and see processing and acceptance status in the same portal.

  5. Support correction and resubmission

    Return clear, actionable feedback and keep every correction connected to the original period.

  6. Confirm the accepted result

    Identify the current accepted submission for your receiving team and keep the complete partner history available.

Partner accountability

See where every partner stands without chasing separate channels.

Partner operations can prioritize follow-up while partners see a clear path from expected package to accepted submission.

  • Partner submission missing
  • Submitted late
  • Processing
  • Correction required
  • Accepted
  • Replaced submission
  • Current accepted submission
  • Complete partner history

A better partner experience

Give both sides a shared understanding of what complete looks like.

Clear access and status help your partner network submit the right package while your team keeps control of acceptance and handoff.

Secure partner self-service

Partners can submit, inspect status, correct issues, and complete their assigned exchanges.

Consistent expectations

Define the package and checks once instead of rewriting instructions for every period.

Focused follow-up

Contact the partners whose periods are missing, late, or blocked with the relevant status already visible.

Accountable history

Retain who submitted what, when it changed, and which submission became current.

Fits partner-facing operations

Connect a clear partner experience to the receiving process behind it.

DTO Flow gives partners an assigned submission path and gives your receiving teams the accepted files, status, and history needed for the next step.

  • Let partners submit through an invited portal experience or an agreed automated connection.
  • Keep spreadsheets and supporting documents together in the same expected package.
  • Catch agreed spreadsheet issues early and guide partners directly to the correction.
  • Keep the right users informed and give the receiving team one accepted package.

Questions partner operations asks

Before moving partner submission follow-up into a portal.

Can partners submit packages with several file types?

Yes. Partners can submit Excel and CSV files together with supporting documents as one expected package, with detailed checks applied to the structured files that matter.

Does each submitting partner get its own workflow?

Yes. A dedicated incoming feed gives each submitting partner clear access, expectations, periods, status, and history for its own recurring exchange.

What does the receiving team get after acceptance?

Authorized users can download the current accepted package, or an approved integration can retrieve it through the API, with the partner, period, corrections, and earlier attempts still traceable.

Who is the partner-operations page for?

It is for managers and coordinators responsible for partner access, submission expectations, correction follow-up, and completion across recurring external file exchanges.

Explore partner-facing workflows

See how supplier submissions, recurring reports, price-list packages, retail suppliers, and distribution partners follow the gateway model.

Start with one partner exchange

Give the next partner a clear route from expected package to accepted submission.

Bring access, expectations, corrections, status, and acceptance together so every partner knows what to do next.

See pricing