Purpose
To guide users through the process of exchanging a product from a previous sale with a replacement product and completing the required refund or payment in direct sale.
Prerequisite : original sale’s sales invoice number or QR code.
Step 1: Go to the sell.
Step 2: Click the Add sale.
Step 3: Click the Start return/ exchange button.
Step 4: Enter the sales invoice number or scan the QR code of the original sale.
The details of the original sale will be displayed.
Important
Make sure the correct invoice is open before starting the exchange. If not, click 'Change Invoice' to open the correct one.
Step 5: Select the quantity of returned items.
Under Return Quantity, use the + or - buttons (or type the quantity) to specify how many units are being returned.
Step 6:Click Continue to Replacement Sale.
Step 7:Select the replacement product.
Select the replacement products and quantity that the customer wants instead of the returned product.
Step 8: return to the active return sale by clicking the Pencil icon.
Important
Before completing the exchange, verify the returned and replacement products, quantities, return amount, and merchant amount to confirm whether a refund should be issued to the customer or an outstanding balance should be collected.
Step 9: Click Refund customer or Collect from customer.
