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Using Auto-Classification with Deductions Scanning

Explaining the default auto-classification option in the deduction scanning tool

The “Deductions Scanning” interface is an intelligent PDF > Excel converter that quickly converts the most common deduction backups into Excel format to increase efficiency and accuracy when validating chargebacks. Easily convert hundreds of pages from UNFI, KeHE, and Kroger into Excel for speedy expense validation.

 

Step 1: Select the Backup Source Template

  1. Navigate to Business > Deductions Processing.
  2. Click Select Template.
  3. Choose one of the following options:
    1. Auto Classification (Recommended): Allows the system to automatically detect the file format.
    2. Manual Selection: Choose your specific backup source (e.g., McLane Walmart, Whole Foods, Kroger, etc.).
  4. If unsure which template to select:
    1. Click on the customer template under All Templates to preview examples. Use the search bar to filter customers. 
  5. (Optional) Click the Star icon beside a template to mark it as a favorite for quick access later.

Step 2: Upload & Scan Backup Files

  1. Upload Files:
    • Drag and drop PDF files into the upload area, or click the upload arrow to manually select files.
    • Important: All files in a single upload must share the same backup source/template.
  2. Upload Limits:
    • Up to 500 files per upload
    • Max file size: 100 MB
    • Supported file formats: PDF, Excel, and CSV (.pdf, .xlsx, .xls, .csv) 
  3. Review and Scan:
    1. Verify your uploaded files using the preview pane.
    2. Click Scan and Extract to start processing.
    3. Processing time varies by file size and number of files scanned (typically between 10 seconds and 3 minutes).
    4. Once complete, view results under Processed Scans.
  4. Download Extracted Data:
    1. Click the arrow to expand scan details.
    2. Use the Download icon to export data as an Excel file.
    3. Two file types are generated:
      1. Individual File Extracts (for each uploaded file)
      2. Concatenated_Scan File (consolidated Excel file containing all data)
    4. An email copy of the extracted file is also sent to your inbox