Exchange a Sale - POS Sales Screen

Exchange a Sale

When a customer returns an item to exchange for another, you are doing two transactions: return the item and sale of another.

To process a exchange sale, follow the steps below:
  • To search the sales transaction, customer must provide the receipt or the name and date/time of the sale.
  • Click the 'return and exchange the sale' button, this will direct you to the screen ‘return and exchange’.
  • You can search the sales by reference, customer name and product barcode.
  • You can filter the sales by start date and end date.
  • While you search for sales by reference, list of reference appear over there.
  • Then click the reference which you need.
  • The sale will retrieved and placed in 'Return and Exchange' screen.
  • Next, click 'exchange' button, it shows pop up window.
  • While exchange the sale, you may exchange either whole order or some items.
  • Make a changes in the sale and click 'submit' button.
  • The sale is returned successfully, returned item amount is displayed in the sales screen.
  • Exchange the item for a replacement.
  • If the customer has exchanged an item for one with a higher price, you will need to charge the customer extra. This amount will be listed in the payable amount field.
  • If the customer has exchanged an item for one with a lower price, then refund the balance amount to the customer. This amount will be listed in the payable amount field.
  • Click ‘pay’ button, The payment window is open.
  • Finally complete the payment process.