Reconciliation

Reconciliation is the process of comparing the two distinct transactions for an order to check that the data match. Retailers can send their point of sale (POS) transaction information to Instacart. Instacart uses POS transaction information to match the POS transactions against online transactions and identify mismatches. If there are mismatches, Instacart adjusts the customer invoice.

Matching occurs at the order-level and item-level. To reconcile the order, Instacart leverages transaction information, such as the BIN, timestamp, total, subtotal, and taxes.

For example, a customer makes an online payment for 2 lb of apples. Then the shopper picks and makes an in-store payment for 2.1 lb of apples. The retailer sends the POS transaction information to Instacart. Instacart matches the POS transaction against the online transaction and identifies the mismatched item weight, subtotal, and total. Instacart adjusts the customer invoice to reflect the correct information.

Reconciliation use cases

Reconciliation can help to ensure the accuracy of financial records in the following situations:

• Shopper purchased the incorrect quantity.
• Shopper purchased the incorrect item.
• Shopper purchased the weighted item at the incorrect weight.
• Customer requested items through chat that were paid for at the point of sale system but were not added to the Instacart order.
• Item price scanned at the store is different from the item price in the order.
• Taxes incorrectly charged in the order.
• Fees incorrectly charged in the order.
• Unauthorized items purchased.