Reconciliation Workflow

The Reconciliation page is where you manage products that have been imported via orders but do not yet exist in your Product Catalog. Resolving these items is essential for generating compliant certificates.

For each unrecognized SKU, you have three options:

1. Add to Catalog

This is the most common action. It opens a dialog where you can enter the required compliance details (HS Code, Country of Origin, etc.) for the new product. Once added, the product is removed from the reconciliation list, and any orders containing it are automatically re-evaluated for eligibility.

2. Link to Existing (Alias)

Use this option if the unrecognized SKU is a variant or alternative code for a product that already exists in your catalog. This creates an alias, linking the new SKU to the existing catalog item. This is useful for:

• Product variants (e.g., different colors or sizes).
• Bundle SKUs.
• SKUs from different sales channels that point to the same product.

3. Ignore Product

If a product is not eligible for a certificate of origin and you do not need to track it, you can ignore it. Ignored SKUs will not appear in future reconciliation lists, even if they are present in new order imports.