Class of Trade Assignment

Class of Trade Reference

The classification universe used for assignment.

COT Code	Level 1	Level 2	Channel	Buy/Sell	Chargebacks	Rebates	340B	Gov. Pricing	DEA Req.	HIN Req.	Pricing Strategy

Customer Master Upload

Accepts .xlsx, .xls, or .csv. Expected columns (any order, flexible names): Customer Name, Address, City, State, Zip, DEA, HIN, NPI, NCPDP. Extra columns are kept as-is.

Drag & drop your customer spreadsheet here — or — Browse files Accepts .xlsx, .xls, and .csv

Confidence ≥ 80 is a strong match, 50–79 should be reviewed, below 50 needs manual classification. Assignments are automated suggestions from names and identifiers — validate before contracting or pricing use.

Class of Trade Reference

Customer Master Upload

Assignment Results