Orderry enables you to perform client refunds for work orders and sales.
Refunds work only with closed Work Orders / Sales and may indicate the following details:
The Warehouse for returning products
The Cashbox for deducting funds or making a debt payment (i.e. we owe a client).
Remember: the client refund operations transfer your products back to warehouses, while the product entry in the document stays unchanged, and you cannot edit or remove it. With that said, use client refunds only when actually returning funds to the client, not when trying to fix errors.
We recommend you create new work orders instead of using the closed work orders for more accurate statistics and to avoid confusion in the payroll calculation.
You can see all your created refunds on the Finance > Refunds page.
Filter refunds with the following options:
Period. Filter your client returns by the creation date;
Document types. Filter your client returns with the Work Orders, Sales, and All options.
Hit the Apply button to confirm filtering options and view the filtered entries.
Click the refund number to see the refund information:
Destination warehouse for a returned product
Payment (if available)
An employee who created a refund
Services and products list for the selected client refund
Press the More button to remove the refund.
Note: you need to remove the associated payment to remove the client refund.
Note: if payroll rules have been set up for an employee using this document, you must create and apply the rules for the Refund event to cancel the calculated commissions. Read more about setting up rules for reimbursements in this article.
If a refund rule is not applied to the employee at the time of the refund, the calculation of commissions for such a document will not be canceled automatically!