Usually enough to start
Dealer or account name
Account ID if available
Order number or PO number
Order status
Order date
Ship date if available
Open order amount
Shipped order amount
Rep, territory, or agency if available
Brand Partnership
Everything brands need to know about working with Mustard
Mustard helps rep agencies turn open and shipped order reporting into cleaner dealer history, forecasting context, and follow-up without asking brands to replace systems or build a heavy integration.
Minimal data needed
Low-effort handoff
Clear permission path
No system replacement
Brand report handoff
Minimal scope, useful output
Pilot-ready
1
Confirm permission
Brand-approved, agency-forwarded, NDA-covered, or another approved path.
2
Start with the report
Open and shipped order reporting is usually enough for a practical pilot.
3
Map it into workflow
Mustard turns the handoff into dealer history, forecasting context, and follow-up.
What stays the same
The brand keeps its ERP, B2B portal, and internal reporting process. Mustard handles the mapping with the agency.
Plain English
The short version
Most pilots can start with a practical open and shipped order report. The brand keeps its ERP, B2B portal, and internal reporting process. Mustard maps the report into the agency workspace so reps can work from cleaner order visibility, dealer history, forecasting context, and follow-up.
What we need from the brand
We usually do not need broad system access to begin. For many pilots, the starting point is the order report a brand already sends or can already export.
SKU, style, color, size, or seasonal detail can be added when available, but it is not always required for the first pass.
How the process works
Confirm the handoff
We confirm whether the report is brand-approved, agency-forwarded, covered by an NDA, or handled through another approved path.
Receive the report
The report can be sent by scheduled email, forwarded by the agency, uploaded during onboarding, or connected through a feed later if needed.
Map it once
Mustard maps the brand's report format so the agency does not have to rebuild the same spreadsheet workflow every season.
Turn it into workflow
The agency sees dealer history, open orders, shipped orders, reporting, forecasting context, and follow-up in one workspace.
Designed to be hands-off for brands
Mustard is not asking brands to run another system. The goal is to make the reporting handoff simple enough that the brand can keep doing what it already does while the agency gets cleaner visibility.
Low-lift by design
Use an existing report when possible
Start with open and shipped orders
No new brand portal to manage
No heavy integration required to pilot
API or feed work can come later if useful
Mustard handles mapping and setup with the agency
What brands do not have to change
Brands do not have to
Replace ERP
Replace B2B portal
Build a custom integration before the pilot
Give broad admin access
Manage the agency workspace
Share data across agencies
Host catalogs, images, or dealer resources in Mustard
Use Mustard for payroll, accounting, or official commission reconciliation
How Mustard keeps scope clear
We keep the handoff narrow. Mustard only needs the reporting data required to support the agency workflow, and the permission path is confirmed before setup.
Scope guardrails
Limited report scope
Agency-specific workspace
Brand-specific data lanes
No cross-agency visibility
Optional mutual NDA
Brand Data Authorization when needed
Agency-attested permission when appropriate
No dealer-facing portal exposure
What the agency gets from the handoff
Once the report is mapped, the agency can work from live account context instead of scattered spreadsheets, portals, and inboxes.
Dealer order history
Open and shipped order visibility
Brand reporting
Forecasting context
Projected commission visibility
Account reviews
Preseason planning
Follow-up tied to real account activity
Common questions
Do brands need to log into Mustard?
Not to start. Many brands can begin by sending the report they already generate.
Is Mustard replacing the brand portal?
No. Mustard works alongside brand portals and internal systems. It gives the agency a cleaner workspace for the rep side of the business.
Is open and shipped order reporting enough?
For many pilots, yes. More detailed fields can be added later if they are already available.
Is this a heavy integration?
No. The preferred starting point is usually a scheduled report email, agency-forwarded report, or approved file handoff.
Can we use an NDA or brand authorization?
Yes. Mustard can support an optional mutual NDA, Brand Data Authorization, or agency-attested permission depending on the relationship.
Does one agency or brand see another agency's data?
No. Mustard is designed around separate agency workspaces and brand-specific data lanes.
Brand report walkthrough
Bring one brand report. We will show you what it can become.
Mustard can start with a simple report and turn it into dealer history, order visibility, forecasting context, and rep follow-up.