Assigning a product class

This is the core task of VAT classification: give an Unassigned (or Rejected) product the right product class. You will usually start from the yellow Unassigned Products tile on the dashboard.

Step 1 — Open the Unassigned view

Pick the Local/Global view, then click Assign on the product you want to classify.

Step 2 — Work with the tariff tree dialog

The Assign dialog is where your product meets the product taxonomy:

From top to bottom:

• Breadcrumb (Start → …) — your current position in the tariff tree. Click any part to go back up.
• Search by — three search modes:
  • CustomsAI — sends your search text to the matching model and returns the best matching product classes. Many languages are supported, but German works best, followed by English, so prefer a German search term when you can.
  • Tariff Number — search by class code (e.g. 4201).
  • Tariff Description — text search in the official class descriptions, in the selected language.
• Suggested — cards with auto-assignment's suggestions for this product (based on its name, description and tags), each with a probability. This is usually the fastest path: if the top suggestion looks right, just click it.
• Product Menu — the tariff tree itself (chapters 01–99). You can always browse manually: click a chapter, then drill down level by level.

Step 3 — Select the class

Clicking a suggestion card or tree node moves the breadcrumb to that class:

The currently selected class and its code are shown above the search bar (here 5609000000). The status bar at the bottom shows the product's current state per service.

Step 4 — Assign

Optionally expand Optional Fields to record a reason (it appears later in the history) and labels. Then click Assign.

What happens depends on how specific the class is:

• Sufficient class → Approved. If the class is specific enough to determine VAT rates for all countries, the status becomes Approved straight away. This is always the case once you reach an end node — a class with no further sub-classes left to choose. In other words, when there is nothing deeper to pick, the classification is complete and the product is approved.
• Insufficient class → Rejected. If the class is still too coarse for some countries, the status becomes Rejected; the product stays in the Unassigned view with its partial code shown as a chip, and you can refine the classification any time.

Bulk assignment

Tick several products with the multi-select (pencil icon) and use the bulk action bar to assign/deny many products at once. The same tariff tree dialog opens; the selected class is applied to all ticked products.