Credit Notes

Talking about credit...

The credit slips aren't being having in mind...

If you make a credit slip, it should be subtracted from the day that you make the credit slip (or, at less, from the day when the product was acquired).


Example:

-I sold something yesterday (product value 30€).
The total of yesterday is the SUM of all what I sold yesterday, including obviously, those 30€.

-Today, that 30€ value product that I sold yesterday, is returned by the client.
The total of today is the SUM of all what I've sold today, and those 30€ value must be SUBTRACTED from the total.

Having a look, I noticed that:

-Prestashop, subtracts the total from the day that the order was made.

-Store manager, not. Not from today, not from yesterday.

A way to try to manage this is creating a new order with a negative price, but it is impossible... The only way I get it is creating a simple order, and then getting into the order details and making a 200% value discount (60€ in this example).
This is very tedious, and of course, not a very clean solution...

But there should be a better way to manage all of these:

With the POS option included, it would be great to have an option like the most of POS works.

The possibility to start a day (with a start cash) and finished it, so the accountancy could be manage perfectly!!! Open and close, like a cash register.

Actually, I do this with the calendar filter and exporting it to html (would be great to the possibility to stylized this htm (add some css somewherel!).

But when a credit slip is generated, like I said, this is not valid. This has to be edited manually, and then the problems with the Treasury Department...

I know that there are a lot of features, I'm just bringing some ideas, that I think that some of them are important and that the people would like to have.

Thanks for read me.

Hi Mykola,

At Prestashop Store Manager, to get the 'SUM of what I sold yesterday', I go to "Orders" and filter it by "Yesterday". So, when it's applied, I can see all the orders from yesterday. Then I export it to html. Open the html and I see all the orders.
At the last row, the SUM of real paid's column it's my total.

At Prestashop, I get this going to "statistics" and select "sells and orders" (the third option from the bottom, I don't know if this is the exact translation in English because my Prestashop is in spanish).
Then I filter by the day I want, and Prestashop shows some data, including the total sales from the selected period, that is what I want to know.

Prestashop respects the refund. Even, preparing the video, I've realized another thing:

If TODAY, a bank transfer (from another day) changes the status from "waiting for payment" to "pay accepted", that import is added to the total of TODAY. So it's perfect, because I get the money today, that is not the same that the order's day (the order can be waiting for payment a week ago...).

I hope you understand what I'm trying to explain... Here is the video I've recordered trying to explain the situation (15min duration... Sorry about the quality.):

https://www.dropbox.com/s/10uj0qkjo3y0pg4/Accountancy-Refund-Update-Status-Issue.MOV?dl=0


Thanks for your attention!

Thanks for your response Mykola.

Keep in touch.