Handling Returns in Kelola

Currently, Kelola does not have a dedicated return/refund feature. However, you can handle returns using the following methods:

Method 1: Stock In (Recommended)

When a customer returns a product:

1. Go to Home → Stock In
2. Select the returned product(s)
3. Enter the quantity being returned
4. In the Notes field, add:
   • “Customer return - [Customer Name]”
   • Original transaction date
   • Reason for return
5. Set buying price to $0 (since it’s a return, not a purchase)
6. Submit the transaction

Result: Stock increases, and you have a record of the return.

Method 2: Stock Audit

For returns that need inventory adjustment without financial impact:

1. Go to Home → Audit
2. Select the product
3. Enter the new physical count (including returned items)
4. Add notes: “Customer return - [details]”
5. Submit

Handling Refunds

Since Kelola doesn’t have automated refund tracking:

Cash Refunds:

• Process the return using Stock In (Method 1 above)
• Handle cash refund outside the app
• Add note: “Cash refund of $[amount] processed”

Store Credit:

• Process the return using Stock In
• Track store credit manually or in customer notes
• Deduct from future purchases manually

Best Practices

✅ Always document returns

• Include customer name in notes
• Reference original sale date
• Note the reason for return

✅ Inspect returned items

• Check condition before restocking
• Note any damage in the transaction

✅ Keep manual records

• Track refunds separately if needed
• Reconcile with your cash register

Limitations

• No dedicated return workflow
• No automatic refund calculation
• No store credit tracking system
• No return reason categorization

Note: We recommend maintaining a separate return log spreadsheet for detailed tracking until a dedicated return feature is available.