REFUND SHEET
- The “REFUNDS” excel spreadsheet is used to track refunds by month.
- “DATE” is the date the refund is being processed
- “CUST CODE” is the customer account number
- “ORD #” is the order number being refunded
- “CC, CK, PP, AMZ” is the way the refund was credited. CC- credit card, CK- check, PP- PayPal, AMZ- amazon
- “CODE” on the bottom of the spreadsheet there is a list of return codes. These codes assign a number to why the refund is being done. 1- no sale/return deposit/trade credit, 2- item didn’t work when received, etc.
- “TOTAL” is the total of the refund
- “SALES PERSON” is the sales person in charge of the order. Make sure this is filled in, so the sales persons numbers are accurate
- “DESCRIPTION” describe the details of the return. “Light not needed”, “over payment” etc.