Reporting issue

  • Resolved sandycsj

    (@sandycsj)


    2 years, 8 months ago

    Ran into an issue when I ran quarterly sales and tax reports this week. I think I know what caused it. We had a huge order that should have been placed through our physical shop because the customer was claiming sales tax exemption. I ended up refunding the order on WooCommerce and creating a new order on our POS (using Square). Sometime later, someone (possibly me) changed the status of the order from refunded to completed. When I ran the sales report, the revenue and from this order was added to the total, which in turn created a large discrepancy between our revenue and tax reports (thankfully, the tax report was correct.)

    I am assuming that that order should not have been marked “Complete” once refunded. Is that an accurate assumption? I just want to make sure I update training with our order fulfilment team.

    Thanks! Sandy

    The page I need help with: [log in to see the link]

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  • anastas10s

    (@anastas10s)

    2 years, 8 months ago

    Hi there @sandycsj 👋

    Thank you for contacting Woo support!

    I am assuming that that order should not have been marked “Complete” once refunded. Is that an accurate assumption?

    Kindly note that both the Completed and Refunded order statuses can be applied to an order. Also, an order can be marked as Completed after being marked as Refunded. I am linking to the WooCommerce order statuses documentation here, for reference.

    The story of an order is recorded in its order notes, found in the sidebar of the Edit Order screen, in reverse chronological order. For context, I am attaching the order notes, from a test order, where I put its statuses sequentially as the ones mentioned above:

    Direct link to image: https://snipboard.io/vKxP4f.jpg

    When I ran the sales report, the revenue and from this order was added to the total, which in turn created a large discrepancy between our revenue and tax reports (thankfully, the tax report was correct.)

    Could you elaborate further on how the sales report was run/generated, please?

    Please let us know if you have any further questions, or if we misinterpret your concern in any way. We will be happy to help you further.

Viewing 1 replies (of 1 total)

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