Meet the Unverified Sales Questionnaire, a new Green Check Managed Template that automatically generates a CSV report of unverified sales for a given period and delivers it directly to your CRBs.
This makes it easy for CRBs to:
- Spot discrepancies in their POS data
- Correct issues quickly
- Provide a required explanation back to you
- Trigger automatic re-ingestion of sales when POS data is updated
How it helps you:
✅ Automates the process of identifying/reviewing unverified sales✅ Ensures you receive standardized responses every time
✅ Eliminates manual back and forth and saves valuable time
Learn more about the Unverified Sales Questionnaire 💡
⚡ Turn a once manual process into an automated workflow, giving you oversight over unverified sales, a paper trail of what was done to correct issues, and automatic re-ingestion of corrected POS sales data.