Phase 2 · Evaluate One-page checks

Does the settlement file send the net?

Six yes-or-no questions. Yes means the control is in place. Any no means finance is still rebuilding the channel by hand.

Six yes-or-no questions. Yes means the control is in place. Any no means finance is still rebuilding the channel by hand.

1. Does the order create a sales order and hold the expected amount in a clearing account, not in revenue?
2. Is fulfilment tracked before the settlement file is imported?
3. Are fees, refunds and adjustments posted to named accounts, against the orders?
4. Is the settlement file forbidden from sending the net and bypassing the tax engine?
5. Does a new marketplace, retailer portal or country reuse the same clearing design?
6. Can group finance see unsettled orders without a side spreadsheet?
The article behind this check Marketplace settlements are an accounting problem, not a logistics one. All checks
How an engagement runs

It starts with a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed. Four phases follow, each with something you can use and review.

01

Discover

Process workshops, data audit, and a fit-gap against the standard product.

02

Design

Solution blueprint, integration map, and the extensions we will actually need.

03

Deploy

Configuration, migration rehearsal, role-based training, UAT and phased cutover.

04

Support

Hypercare, managed services, client portal, scheduled optimisation reviews.

What drives the cost: users, legal entities and currencies, integrations, data migration and the gaps found against standard. See how pricing works, run the three-minute readiness score, or book a consultation.

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