Home > POS Operations > Cancellations And Returns > Exchanging An Item

How Do I Exchange An Item?

An exchange is done when a customer returns one item and takes another in its place. This could be done as a Return and a Sale but an Exchange means you only need one transaction instead of two.

No Receipt

The following steps show how to make an exchange where you don't need to match to a previous receipt.

1

Press the Activity button.

2

Press the Exchange button.

3

Select the reason for the exchange from the list of buttons displayed on the right side of the screen, for example Faulty Product.

4

Locate, scan, search item or enter the PLU number and press the OK button. Select Modify| Exchange Item. The quantity of the item should change to a negative number to indicate its being returned.

5

Add the new items that the customer now wants.  

6

Press the Payment button. If you owe the customer money, you will have a negative total.

7

Select the tender type that will be used by the customer to pay you, or by you to pay the customer.  

8

Select the tender amount from the buttons displayed down the right side of the screen or type the amount (including decimal place) and press the OK button.

9

Print a receipt. The receipt shows that it has been a ‘Exchange’ transaction.

Existing Receipt

If you do need to match to an existing receipt you can set up the system so the process is:

1

Press the Activity button.

2

Press the Exchange button.

3

Locate the previous receipt. For each item to be returned, select Return Item. The item will automatically be added to the transaction with a negative number to indicate its being returned.

4

Add the new items that the customer now wants.  

5

Press the Payment button. If you owe the customer money, you will have a negative total.

6

Select the tender type that will be used by the customer to pay you, or by you to pay the customer.

7

Select the tender amount from the buttons displayed down the right side of the screen or type the amount (including decimal place) and press the OK button.

8

Print a receipt. The receipt shows that it has been a ‘Exchange’ transaction.

Converted from CHM to HTML with chm2web Pro 2.85 (unicode)