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:

Navigate to Reports > Returns & Refunds > Refund Details.
Set up the Default and Custom filters.
Click Search. Each filter you apply gets highlighted in green. If a filter is gray or not displayed at all, it’s not active.
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.
To sort the data differently, use the Sort by menu.
To save your filtering and sorting options, click Save view, type a Name and click Save.
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

The tables below provide 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.