How to perform Adjustments

Manual refunds and adjustments are changes made manually in Chord OMS to the payment for a particular order.

WHAT IS A MANUAL REFUND OR ADJUSTMENT?

Manual refunds and adjustments are changes made manually in Chord OMS to the payment for a particular order.

WHEN TO MAKE A MANUAL REFUND OR ADJUSTMENT?

Some examples of when to make a manual refund/adjustment are below:

1. When you need to refund for shipping costs

2. When you need to refund for a promo/discount that didn't work

3. When a customer has a payment issue and there's a glitch for an added charge

4. Return Policy

HOW TO: MAKE A MANUAL REFUND OR ADJUSTMENT

1. Go to Chord OMS.

2. Search for an order number and click Filter Results

1. Open the order

2. Go to the Adjustments tab.

3. Click on New Adjustment (upper right corner)

1. Add the amount with a - sign before the amount (minus sign)

2. Add a short description in the Label field specifying the reason for the adjustment.Try to be specific for accounting/financing purposes

1. Reasons can be added/removed in Settings/Refunds and Returns/Adjustment Reasons/New Adjustment Reason

2. Click Continue.

   • You will now see a discrepancy in the amount

   • Payment Status is now Credit Owed

Click on the Payments tab

Click on the Refund icon

Add the amount to be refunded in the Amount field (make sure it matches the one in the Adjustment tab). Select a Reason and click Refund

To confirm that the refund was entered correctly, look at the Shipment and Payment sections on the Order Information panel on the right side of the screen. The Payment State should be "Paid" and the Order Status should now read "Complete."