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Refund Details

Overview

In this article, you will learn about Sellercloud’s Refund Details report. This report provides details about all refunds processed in a specific period. It includes information about all refunds, refunded products, and order details.

You can see the following:

  • Refund Details: Refund, Refund Date, Order Item Number, and Transaction Number.
  • Order Details: Channel, Order Number, and Channel Order Number.
  • Product Details: SKU and Product Name.
  • Company Details: Company.
You can run this report automatically on a regular basis with Scheduled Tasks.
For more information about Sellercloud’s Financial Reporting Suite, see the Reports FAQ.

Access and Customize the Report

To use the report, follow these steps:

  1. Navigate to Reports > Returns & Refunds > Refund Details.
  2. Set up the Default and Custom filters to have the report show precisely what you need.
  3. Click Search. Each filter you apply gets highlighted in green. If a filter is gray or not displayed at all, it’s not active.
  4. To manage the columns in the report, click the three dots icon on the top right and select Customize Columns. You can:
    1. Reorder columns by dragging them up or down in the list;
    2. Hide columns by clicking the Trash icons;
    3. Add columns by clicking Add column.
  5. To sort the data differently, use the Sort by menu.
  6. To save your filtering and sorting options, click Save view, type a Name and click Save.
  7. To export the full report to a spreadsheet, click Actions on the bottom right and select Export to Excel. Spreadsheets include all columns, including those hidden in the report.

Filter and Column Definitions

Click the drop-downs below for filter and column descriptions.

Default Filters
FILTER DESCRIPTION
Company Include only orders from one or more companies.
Channel Include only orders from one or more sales channels.
Date Range Select a preset time range from Yesterday to Last Year.
Date Enter the Start and End dates. For a single date, choose the same Start and End date.
Date Type
 Choose how to reflect orders and their associated activity:

  • Refund – View all orders and their associated activity where the refund date is in your selected range.
  • Ship – View all orders and their associated activity where the ship date is in your selected range.
  • Order – View all shipped orders and their associated activity where the order date is in your selected range.
Custom Filters
FILTER DESCRIPTION
Company Group Include only products from one or more company groups.
Manufacturer Include only products from one or more manufacturers.
Order Number Include only one or more specific orders by order number.
Purchaser Include only products bought by a specific purchaser.
SKU Include only one or more SKUs.
Vendor Include only products from one or more vendors.
Report Data
COLUMN DESCRIPTION
Company Shows the company.
Channel Shows the order’s sales channel.
Order Number Shows the Sellercloud order number.
SKU Shows the product’s SKU.
Product Name Shows the product’s name.
Refund Date Shows the date the order was refunded.
Refunds Shows the total refund amount from orders.
Order Date Shows the date when the order came in.
Channel Order Number Shows the channel-specific order number.
Order Item Number Shows Sellercloud’s internal number for each specific item on the order.
Transaction ID Shows the transaction ID for the refund in Sellercloud.
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