How to Manage Your Retail Sales History and Refunds
The History tab in Retail Sales gives you a complete record of all past transactions. From here you can review sales, search and filter your history, process refunds, and view retail sales associated with a specific customer.
Viewing Your Sales History
Navigate to Retail Sales and click on the History tab.
All retail sales will be listed here, including completed sales and any draft sales (sales that were started but not completed).
If you have incomplete sales that you no longer need, you can remove them by clicking the delete icon in the top right corner of that sale.
Searching and Filtering History
You can find a specific sale in a few ways:
Scroll through the list by date to find the sale.
Search by sale number (the sale number appears on the customer's receipt), customer name, or part number.
Filter by date range, team member, or sale status.
Sale status options are:
Draft - an incomplete sale
Paid - the sale was completed in full
Partially Refunded - some items from the sale were refunded
Refunded - the full sale was refunded
Processing a Refund
Find the sale in the History tab using search or filters.
Click on the sale to open the details panel on the right side.
Click the Refund button.
Select the parts that are being returned. If a part was sold in a quantity greater than one, you can adjust the quantity being refunded. For example, if a customer purchased two of an item but is only returning one, update the quantity to 1.
Click Refund to confirm. The refund will be processed and the customer will be credited back to their original payment method.
After a partial refund, the sale status will update to Partially Refunded. The details panel will show which items the customer still has and which items were refunded.
A full refund will update the status to Refunded.
How Refunds Affect Inventory
When a part is refunded, inventory is adjusted based on the stock status at the time of the original sale:
If the part was in stock when it was sold, the refunded quantity will be added back to your inventory.
If the part was out of stock when it was sold, the inventory will not be adjusted on the refund.
Viewing a Customer's Retail Sales
If a retail sale was associated with a customer, it will appear in that customer's order history in Boatyard.
Navigate to the customer's profile.
View their Order History.
Any retail sales linked to that customer will appear in the list, labeled with the service type Retail Sale.
Click on a retail sale to view the full details.