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, then use the date selector at the top of the screen to select the original purchase date.
If you're not sure of the original purchase date, go to Clients > Search for the client, click on the client to open their profile, then 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, select it, then select Refund.
Removing Other Items from the Transaction
If there are other items in the original sale and you wish to remove them, click the X next to each item you wish to remove.
Adding the New Product to the Exchange
PhorestPay Transaction
If the original sale was made using a card or stored card through PhorestPay, you'll need to complete the refund first, and then process the sale of the new or exchanged product in a separate transaction.
Cash/Non-PhorestPay Transaction
If the original sale wasn’t completed with a card or stored card through PhorestPay, you can either scan the new product to add it to the current transaction you’re processing the refund in, 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 complete, the number of each item in your inventory will automatically adjust to reflect the exchange.