How to configure the Recon Auditor Tool
Browntape Recon Tool enhances reconciliation by comparing actual versus expected deductions at the order-ID level, streamlining the process, and quickly identifying discrepancies.
Steps:
Create Import Configs:
Products
Orders
Payments
Upload Data:
Product Data: Use the created import config to upload.
Order Data: Use the created import config to upload.
Payment Data: Use the created import config to upload.
Create Rules or Calculated Fields:
Define rules for all deductions
Set up any calculated fields needed.
Execute Rules:
Run the defined rules to process the data.
Order Segregation:
The tool will classify orders into:
Unreconciled
Reconciled
Remitted
Unremitted
Link for import config: https://app.browntape.com/recontool#/import-config
Link for upload data: https://app.browntape.com/recontool#/data-input
Link to create rule: https://app.browntape.com/recontool#/create-rule