This article outlines how to swap or trade one item for another.
In this Article
Finding the Original Product Sale
First, find the original product sale by going to Manager > Sales > Use the date selector at the top of the screen to go to the original purchase date.
If you're not sure of the original purchase date, go to Clients > Search for and click on the client to open their profile > Select Product History to view a history of that client's retail purchases along with the purchase dates.
Once you've found the original sale, click it > Click Refund.
Removing Other Items from the Transaction
If there were other items in the original sale and you wish to remove them, click the X beside each item you wish to remove.
Adding the New Product to the Exchange
Next, scan the new product to add it to the transaction, or click Products to search for it and add it manually.
If there is a price difference between the original item(s) and the new one, it will be displayed in the Amount Due. A negative amount indicates a refund due.
Click Pay, then select the payment method to charge or refund to (if there is an amount due), then click Complete Payment to finish.
How Does This Affect My Inventory Levels?
Once the transaction is finished, the number of each item in your inventory will adjust automatically to reflect the exchange.