Effective parcel forwarding isn't just about finding great items; it's about meticulous financial management. With Sugargoo's Spreadsheet feature, you can seamlessly log and track your refund dates and Quality Control (QC) case resolutions, ensuring your financial records are always accurate and actionable.
Why Log This Data in Your Spreadsheet?
Financial Clarity:
Historical Reference:
Dispute Resolution:
Budget Accuracy:
How to Log Refund and QC Data: A Step-by-Step Guide
Step 1: Access and Structure Your Spreadsheet
Navigate to "My Warehouse""My Sugargoo Spreadsheet."
Item Name / Order #
Price (¥)
Refund Issued (¥)
Refund Date
QC Case Status
QC Resolution Notes
Example: Nike Dunk Low
320.00
45.00
2023-10-26
Resolved / Partial Refund
Minor scuff on heel; refund received for discrepancy.
Step 2: Logging Refund Information
When you receive a refund (for a canceled item, price difference, etc.):
Locate the item row in your spreadsheet.
Enter the refund amount
Record the exact date
This creates a direct financial link between the purchase and the credit.
Step 3: Logging QC Case Resolutions
After a Quality Control inspection or a dispute case is closed:
In the item's row, update the QC Case Status
Add concise Resolution Notes
If the QC resolution included a refund, also log that amount and date in the refund columns
Step 4: Regular Review and Future Reference
Periodically sort or filter your spreadsheet by "QC Case Status" or "Refund Date." This practice helps you:
Identify sellers with frequent issues.
Understand the types of flaws common in certain products.
Have a complete financial snapshot when planning your shipping parcel.
Pro Tips for Maximum Efficiency
Use Consistency
Stick to a fixed date format (e.g., YYYY-MM-DD) and a standard set of status labels (Resolved, Pending, Denied) for easy sorting.
Link to Evidence
In your notes column, you can briefly reference the QC photo number (e.g., "QC Pic #7") or Support Ticket ID for a full audit trail.
Color Coding
Consider using cell colors—for example, highlight rows with a refund in yellow—for instant visual recognition.
