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: 

1. Create Import Configs:

   1. Products

   2. Orders

   3. Payments

2. Upload Data:

   1. Product Data: Use the created import config to upload.

   2. Order Data: Use the created import config to upload.

   3. Payment Data: Use the created import config to upload.

3. Create Rules or Calculated Fields:

   1. Define rules for all deductions

   2. Set up any calculated fields needed.

4. Execute Rules:

   1. Run the defined rules to process the data.

5. 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