Order P&L Adjustments

Overview

P&L Adjustments are an element of the Order Profit and Loss (P&L) of each individual order. These adjustments refer to any post-sale transactions that were not part of the original sale but are important for keeping accurate financial records. Some examples include Reimbursements, Shipping Claims, and Return Labels. This article will walk you through all the available adjustment types and how to add them to your orders in Sellercloud.

Order P&L Adjustments

You can create P&L Adjustments for individual orders or import them via file for multiple orders at once. Positive Adjustments will increase the overall calculated Profit, but you can also make negative adjustments, which will be deducted. Refer to the sections below for detailed instructions.

Add P&L Adjustment to Order

To add P&L Adjustments to a specific order:

1. Go to Orders > Manage Orders > Search and open an Order.
2. From the Toolbox > click Profit & Loss.
3. Click Edit.
4. In the Profit and Loss panel, click the value net to Adjustments. This is a hyperlink that will open the Adjustments modal. To add a new one:
   1. Choose an Order Item.
   2. Input the adjustment Amount. This field accepts negative as well as positive values.
   3. Select the Type of adjustment.
   4. Optionally, input a Reason.
   5. Click Save Adjustment.

Import P&L Adjustments

You can update the Profit and Loss (P&L) of your orders in bulk via a file import. To do that:

1. Navigate to Orders > Show More > Tools.
2. Click Import Order Info via File.
3. In the Import Order panel, select Import P&L Adjustments.
4. Click on the icon in the Import P&L Adjustment panel header to download the template.
5. Fill in your template:
   1. Order # – input the Sellercloud Order ID.
   2. Order Item # – this is not the same value as the Product ID. You can find the specific Order Item ID in the order’s Change Log. This column is required if no SKU is provided in the file. 
   3. SKU – the Sellercloud Product ID. Required when there is no Order Item ID provided.
   4. Amount – numerical value only. You can input a positive or a negative value, e.g. 5 or -5.
   5. Reason – input a reason for the Adjustment. This serves as a reference to help you keep track of manual actions.
   6. Adjustment Type – see the section below for all supported Adjustment types.
   7. Adjustment # – not necessary if the Adjustment Type is provided. Refer to the table below for the numerical ID of each type. The second tab of the template you downloaded in step 4 also lists Adjustment Types.
   8. Channel Order # – the Order Source Order ID. Not necessary if the Sellercloud Order ID is provided in the first column.
   9. Channel Name – required if you have provided Channel Order ID.
   10. _ACTION_ – you can use this column to delete an existing adjustment. To do that, add _DELETE_ for the relevant row. Leave empty when adding a new adjustment.
6. Once you have saved your template, upload the file back into Sellercloud.
7. Click Import.

Adjustment Types

The table below provides the full list of available Order P&L Adjustment Types along with their numerical IDs necessary for importing adjustments via file.