Return or exchange in POS

Return or exchange in POS

Overview

Returns and exchanges in POS are processed in two ways, depending on whether the exchanged product has the same or a different value than the original item.

Exchange for same value item

If a client returns an item and exchanges it for another of the same value, the total will be zero.

  1. Select the menu icon on the top left, and from the Returns section, select No Receipt.

  2. Enter a product into the product grid, then choose Return from the two options available.

  3. You will be asked to enter a quantity; the quantity is a negative number.

  4. Select Add.

  5. Enter another product into the product grid that you would like to exchange in return for the first product, then select Exchange from the two options available.

  6. You will be asked to enter a quantity; the quantity is a positive number.

  7. Select Add. The total of this transaction should be zero

  8. Select the Finish Order. You can proceed to print if required.

    This will complete the transaction, and create a return with a total of 0.

Exchange item for a different value item

It may be that the customer also wants to purchase additional items at the same time as returning a product. The general rule for exchanges is always to start with the returned product.

To process a transaction like this, follow the procedure above but continue adding products into the transaction, pressing Replace each time to sell the product.

If the total of the transaction is a negative number, a Credit Note will be created. If the total of the transaction is a positive number, a Sale will be created. The system will decide this for you, provided you start off with a return.

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