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POSexchangesale modereturn mode

Process exchanges

This topic describes two methods that cashiers, salespeople, and floor managers can use to process exchanges.

Sometimes a customer will bring an item back to the store to exchange it for the same item or a similar item. Examples include items that are not working properly or were damaged when the customer opened the packaging.

Follow your store's policies and procedures for processing exchanges.

There are two methods for entering exchanges at the point-of-sale:

  • In sales mode: With this method, enter the exchange item with a positive quantity and the returned item as a negative quantity. The return item must be a negative because, in sales mode, POS assumes every entry is a sale.

  • In return mode: With this method, you click Transaction | Sale/Return/No Sale | Return to put POS into return mode, enter the exchange item with a negative quantity and enter the returned item as a positive quantity. The exchange (outgoing) item must be negative because, in return mode, POS assumes every entry is a return.

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