In a nutshell:
1. Shopperations users enter tactics and create unique Order IDs
2. During the execution and/or payment phases, the event owner needs to insert Order IDs into client internal systems that manage invoices and deductions.
3. Reporting extracts from those systems must be formatted to match Shopperations upload specs before loading them to Shopperations.
4. Shopperations matches actuals back to tactical plans using the Order IDs.