Techabo mark

Order Reconciliation

Support teams were manually cross-referencing orders across three systems. We built a tool that surfaces discrepancies automatically.

Marcus PennyJanuary 15, 20256 min read
Order Reconciliation

The Problem

Commerce operations run across fragmented systems. Orders live in one place. Fulfillment status lives in another. Shipping updates live in a third.

When something goes wrong, support teams become reconciliation engines. They pull up the ecommerce platform to check order status. They log into the 3PL to check fulfillment. They cross-reference tracking numbers. They piece together what happened.

Whether it's a dashboard, a spreadsheet, or a report, the same noise appears. Orders that look overdue or stuck. But many are false positives:

1

Cancelled orders

Still showing as unfulfilled in the dashboard

2

Fully refunded orders

Flagged as problematic when no action is needed

3

Third-party vendor orders

Different delivery timelines than standard SLAs

4

Sync delays

Orders missing recent fulfillment updates

These inflate the "overdue" queue. They distract the team. They delay resolution of orders that actually need attention.

The existing sync systems operate in bulk, on schedules, without context. They can't tell you why an order looks wrong. They just flag it.


What We Built

We built an order tools layer that sits between raw platform data and the actions teams take.

Manual per-order sync Operators can refresh a single order on demand. Pull the latest data from the ecommerce platform, the 3PL, or both. No waiting for scheduled sync jobs. Immediate visibility into current state.

Unified dashboard bringing together order, fulfillment, and shipping data in one view
A single view consolidates data from the ecommerce platform, 3PL, and shipping carrier.

Intelligent validation Before any action is possible, the system runs a series of checks:

  • Does the order exist?
  • Is it cancelled or refunded?
  • What's the fulfillment status?
  • Has a replacement already been created?
  • Is this a third-party vendor order with different SLA rules?
Validation checks running against order data with pass, informational, and blocked results

Each check returns a clear result: pass, informational, or blocked. Operators see why an order is or isn't actionable. Not just that it failed.

Inventory-aware preflight For replacement scenarios, the system checks live inventory before allowing the action. No creating replacements that can't ship.

Controlled workflows High-impact actions require explicit confirmation. Dry-run preview before execution. Role-based permissions. Full audit logging.


AI Integration

The tool uses AI to summarize order state in plain language.

Instead of forcing operators to interpret raw data from three systems, the AI synthesizes:

  • Current order status
  • Fulfillment state
  • Shipping updates
  • Any discrepancies between systems

This reduces investigation time from minutes to seconds. The operator sees a clear summary and can decide what to do.


The Outcome

Transformation from fragmented manual processes to streamlined automated reconciliation

For support teams

  • Manual cross-referencing
  • False alarms in queues
  • Unclear decision paths

After implementation

  • Faster investigations
  • Fewer false alarms
  • Clear decision paths

For operations

  • Duplicate orders created
  • Risky interventions
  • Fulfillment churn

After implementation

  • Fewer duplicate orders
  • Safer interventions
  • Reduced fulfillment churn

For leadership

  • Noisy metrics
  • Unreliable SLA reporting
  • Operational ambiguity

After implementation

  • Cleaner metrics
  • Trustworthy SLA reporting
  • Operational clarity

The system explicitly excludes cancelled orders, fully refunded orders, and third-party vendor orders from the overdue queue. These move into informational views, not action queues.

Only orders that are genuinely unfulfilled and within the correct SLA window appear in breach reports.


Why This Exists Now

The previous answer to this problem was "hire more support staff." The reconciliation work was manual, tedious, and unavoidable. Custom tooling would have taken months and required dedicated engineering resources.

We built this in weeks. The AI summarization layer took days. The validation logic was straightforward once the data was accessible.

This is the kind of operational capability that was never worth building before. The economics didn't work. Now they do.


This use case demonstrates how targeted internal tools can transform support operations from reactive firefighting into deliberate, high-confidence decision-making.