Enter wholesale refunds
Learn how to enter a wholesale refund by importing an order file.
If a refunded order does not filter into ShipCompliant from an integrated point of sales or order management system, the best way to enter a refund into ShipCompliant is by importing an order file.
- In ShipCompliant, go to Orders, then click Enter Wholesale Orders.
- Under Import New Order File, click Download Order Import Templates.
- Download and open the excel spreadsheet.
- On the Example tab, replace the example order information with your own, starting in row two.
Use the Descriptions tab for hints, such as possible values for a field or which columns in the spreadsheet are mandatory. Column N, Quantity, is where you will specify a credit. A negative quantity means a refund or a credit. The price value will remain positive.
- After the spreadsheet is saved, go back to ShipCompliant.
- Choose the file, and select any other import settings as needed.
- Click Continue, and go through the process of saving your order.