A Guide to Tracking Resolutions and Keeping Your Financials Clean
In the world of agent-assisted shopping, organization is key to a smooth and cost-effective experience. While the SugargooSugargoo Spreadsheetrefund datesQuality Control (QC) case results
Beyond basic columns (Item, Order #, Price), add these crucial fields:
| Refund Request Date | Refund Received Date | Refund Amount | QC Issue Type | QC Case Result | Resolution Date | Notes / Agent Message ID |
|---|---|---|---|---|---|---|
| 2023-10-26 | 2023-10-28 | ¥150.00 | Size discrepancy | Refund Approved | 2023-10-28 | Seller sent wrong size, refund processed quickly. |
Consistency is crucial. Update your spreadsheet right after any resolution. Periodically review the "Balance Details" page to reconcile logged refunds with your actual financial history on Sugargoo.
Highlight rows: green for resolved, orange for pending. Visual cues speed up review.
In your "Notes" column, hyperlink text to the specific QC photo set or agent message for one-click access to proof.
Use a separate sheet to summarize total refunds received, common QC issues, and seller reliability rates.
