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Helpful guidance for building a reliable marketplace workflow.

Start with the right setup, understand how figures are classified, and know where to go when a source or reconciliation needs attention.

Getting started

Set up the foundations before reading the result.

01

Connect the marketplace

Authorize each marketplace account and confirm that orders, transactions, listings, inventory, and available reports are syncing.

02

Map products and costs

Link marketplace SKUs to master products and enter the actual unit-cost basis used by your business.

03

Check source coverage

Review missing reports, unmapped items, transaction exceptions, and return-disposition gaps before certifying profit.

04

Reconcile before exporting

Use the selected marketplace and period to verify order activity, finance categories, and evidence status before sharing a report.

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