Refunds are referred to as Adjustments on Profitaa. When an adjustment is effected on a Transaction, its resolutions is either “refund note“, “debit note” or “discount“.

Refund Note: Adjustments resolution with  Refund note are processed for cash payment, from the Account module. The amount is sent as a Bill to the Account module for approval and payment.

Debit Note: This Adjustment resolution credits the Customer Wallet with the adjusted amount, which can be used for settlement of other purchases or transactions.

Discount: Discounts Adjusted are applied on the same Transaction, offsetting some amount from the balance.

Performing an Adjustment: Click the “NEW” on Transaction Adjustment page or find the Transaction, click the ellipsis icons and select Adjustments. Select an Adjustment reason “Product related”, “Tax”, “Discount”, “General”. If “Product Related” is selected, the products purchased on this Transaction will appear. Then select the item you are making Adjustment on. Then select the resolution “Refund Notes”, “Debit Notes”, “Discount” then hit the “Process” button. It will be saved and awaiting Approval from supervisor or Administrator.

What Happens Next?: If Approved (click the ellipsis on the Adjustments when submitted, and click “Authority” to approve or deny the Adjustment request). The various actions explained at the start of this page will be performed, based on the selected Resolution. In “Product Related” option, the selected item will be moved to the warehouse as “Return Items”. Which can be processed back into the inventory or report as damaged e.t.c.