Review organic compliance evidence

Trace Back: review a traceability chain

Use Trace Back when you need a report for a specific order, lot, or item identifier. The screen lets you choose a trace type, enter a trace ID, and generate a chain that includes lot details, movements, allocations, supplier certifications, and any missing links found for review.

1. Open Compliance, then open Trace Back.
2. If shown, choose a Trace Type. The visible options are Order to Supplier, Lot to Customers, and Item Recall.
3. Enter the Trace ID. Use the order number, lot number, or SKU you want to review.
4. Select Generate Trace Back.Generate Trace Back
5. Review the returned JSON result on the page.JSON

Mass Balance: reconcile inventory quantities

Use Mass Balance to compare beginning inventory plus receipts minus issues against ending inventory for a period. You can review the variance at the lot level and see whether each lot is within the tolerance you set.

1. Open Compliance, then open Mass Balance.
2. Enter Period Start and Period End.
3. Optional: enter a Product Code to narrow the report to one item.
4. Enter Tolerance % if you want something other than the default 2.0.
5. Select Generate Mass Balance.Generate Mass Balance
6. Review the returned JSON, including the summary counts and line-by-line variances.JSON

Supplier Certifications: review and save supplier records

Use Supplier Certifications to review the registry of supplier organic certification records and to save a new certification record for the active workspace. The list can include expired records when you choose that option.

1. Open Compliance, then open Supplier Certifications.
2. Review the Certification Registry table for supplier name, certification number, certifier, issue date, expiry date, and status.
3. To include expired records, select Include expired.Include expired
4. To add a certification, fill in Supplier name and Certification number first.
5. Optionally fill in Certifier, Issue date, Expiry date, Document URL, Notes, and Status.
6. Select Save Certification.Save Certification
7. Review the refreshed registry after the save completes.

Transaction Categorization: review eligible transactions

Use Transaction Categorization to review invoice-related and payout-related transactions and assign a compliance category. This is a review queue, not a booking screen.

1. Open Compliance, then open Transaction Categorization.
2. Optional: enter search text to narrow the queue.
3. Optional: choose a category filter.
4. Select Reload to refresh the list.Reload
5. For a row, choose a category from the dropdown.
6. Select Save for that row.Save
7. Review the refreshed queue after the save completes.

• Visible category choices include needs_review, organic_sale, organic_purchase, organic_payout, mixed, and non_organic.
• The queue shows date, source system, counterparty, reference, amount, and the current draft category.
• Changing the dropdown only updates the draft until you save the row.

Audit Reports: generate a compliance audit package

Use Audit Reports to generate a compliance package that combines traceback, mass balance, and an optional AI narrative summary. The page also shows recent audit runs and lets you download the package as PDF or JSON.

1. Open Compliance, then open Audit Reports.
2. Enter Period Start and Period End.
3. Optional: enter a Brand Name.
4. Review or edit the Report Title.
5. Select or clear Include AI narrative summary.Include AI narrative summary
6. Select Generate Audit Package.Generate Audit Package
7. After the run completes, review the result panel and the Recent Audit Runs table.
8. Use PDF or JSON to download a saved artifact from a run.PDFJSON

What these screens do and do not do

• They review evidence and generate compliance reports for the active workspace.
• They rely on workspace access and the workspace’s active ledger integration where applicable.
• They can show zero results, which means nothing matched the filters or scope at that time.
• They do not certify organic status, replace an auditor, or provide legal advice.
• They do not show a company-wide result outside the active workspace.