How do I deal with chargebacks (for discounts, damaged product, & short-shipped orders), miscellaneous charges, and rebates?

Here's a guide on how best to deal with chargebacks, miscellaneous charges, and rebates.

Chargeback for Discount

If this discount is outside of typical price rules, you can set up a non-stockable SKU called "Discount" as a service item. Then you would issue a Credit Memo (CM) in DigitBridge directly. 

Chargeback for Damaged Product or Short-Shipped Order

The path here depends on if there is a need for inventory adjustment or not.

Inventory needs to be adjusted

Create an RMA. This will adjust the stock and give the customer a credit amount.

Inventory does not need to be adjusted

Create a CM.

Miscellaneous Chargeback

Treat this as an expense.

Rebate

If this rebate is outside of typical price rules, you can set up a non-stockable SKU called "Rebate" as a service item. Then you would issue a Credit Memo (CM) in DigitBridge directly.