Historical Margin Backfill Pilot — terms

1. Scope

Price: US$299, 100% prepaid. No initial discount. Work starts once payment is received, not with a free sample.

• One store; one receipts/costs file and one order-lines file.
• Up to 200 SKUs, 10,000 order lines and 24 months.
• One currency; stable, unambiguous SKUs.
• Product cost, inbound freight, duties and other explicit landed cost.
• Simple discounts and refunds linked to the original order.
• One revision for transformation errors (not for scope changes).
• Delivery within 7 days (calendar days) of receiving conforming files and payment.

Deliverables: cost_timeline.csv, margin_by_order.csv, margin_by_sku_month.csv, exceptions.csv and reconciliation.md. Method: weighted average cost by SKU and date.

2. Exclusions

• Five full years in the first pilot; accounting, tax or inventory reconstruction.
• Complex exchanges, bundles, kits, BOM/manufacturing, multi-currency, FX, taxes, payment fees, ad spend, multiple warehouses, FIFO/LIFO.
• Writing data into Shopify or accessing the admin, credentials, order API or personal data.
• Cleaning unlimited files or inventing SKUs that do not exist.
• Rebuilding a cost history the store does not have: if only the current product cost exists in Shopify and there are no per-batch receipts with their freight and duties, there is no backfill.
• Guaranteeing your accountant's approval: the accountant validates the policy; the deliverable makes the calculation visible.

Before paying you can send, for free, just the header row of your two files and get told whether the case can be reconciled.

3. Refund

The full amount is refunded only if, after receiving conforming files within the agreed scope, the agreed reconciliation cannot be delivered. "Conforming files" means files within the limits of section 1 that fall under none of the exclusions in section 2.

4. Anonymisation

Files are received anonymised. Before sending, delete these columns from your Shopify orders export (delete them, do not just hide them):

Email Phone Billing Name Billing Street Billing Address1 Billing Address2 Billing City Billing Zip Billing Province Billing Country Billing Phone Billing Company Shipping Name Shipping Street Shipping Address1 Shipping Address2 Shipping City Shipping Zip Shipping Province Shipping Country Shipping Phone Shipping Company Notes Note Attributes Accepts Marketing

Only SKUs, dates, quantities, amounts and currency are received, plus your email to reply: no name, email, phone, address or customer ID of your buyers. A file that still carries buyer data columns is not processed until it arrives anonymised, unless you have accepted in writing the processor clause in section 5.

5. Data processing

• Files are used only to produce your pilot's reconciliation: they are not reused for another client, not used to train any model and not shared with third parties.
• Received files and the five deliverables are deleted 30 days after delivery, unless you ask in writing to keep them longer.
• If you cannot anonymise, before sending anything you accept in writing a short clause under which Jose Robles acts as your processor (Article 28 GDPR): this purpose only, reasonable security measures, no disclosure to third parties unless legally required, help you respond to data subject rights requests, no sub-processors with access to the files, breach notice without undue delay, and deletion or return at the end.
• Your purchase data (name, email, billing address, VAT number and store URL) is processed by Stripe for payment and used for invoicing and delivery; invoices are kept for the period required by Spanish tax law. More in the privacy policy.

6. VAT

The US$299 price carries no VAT in two cases only:

• EU businesses (outside Spain) with a valid VAT number: reverse charge (Article 196 of Directive 2006/112/EC). The invoice carries the note "Operación con inversión del sujeto pasivo" (reverse charge). Enter your VAT number at checkout; you are responsible for its accuracy.
• Customers outside the EU: not subject to Spanish VAT under the place-of-supply rules (Article 69 of the Spanish VAT Act, Ley 37/1992).

Customers in Spain and EU customers without a valid VIES VAT number (consumers or businesses): the service carries 21% VAT and is not sold through the payment link. Email jose@josedrobles.com for an invoice with VAT.

If you pay through the link without falling under one of the two no-VAT cases (or your VAT number is not valid in VIES), the order is paused until the 21% VAT is paid or refunded in full before any work starts.