Exchange an item

This guide shows you how to swap an item under guarantee for another one. The customer brings goods back and takes new goods on a new receipt. You need the Process returns permission. Owners can always do this.

Start the exchange

1. Tap Sales and open the sale. Search by receipt number, customer name or phone.
2. Tap Exchange. You only see this button while the guarantee is open.

Step 1: what comes back

1. Under 1. What comes back, tick each item the customer brings back. For accessories, set how many.
2. For each item, pick Faulty or Back to stock.
3. Pick the Reason. It starts at Defective.
4. Write what is wrong in Notes. Notes are needed when the reason is Other.

Step 2: what the customer takes

1. Under 2. What the customer takes instead, search for the new item. It can be the same model, a similar one or something else.
2. Tap it to add it to the New receipt.
3. The New receipt shows the Exchange credit from the returned items and what is left To pay.
4. Tap Continue.

Finish the exchange

The sheet Finish the exchange shows how the credit is worked out. Then one of three things happens:

• The new items cost more. The customer pays the difference. Pick the method and amount, as in a normal sale. If they pay less, tick the box to record the balance as credit.
• The new items cost less. Type the amount to Give back, and pick how under Given back by. Anything you do not give back stays with the shop.
• Same price. You see "Even swap: nothing to pay and nothing to give back."

Tap Save exchange.

What you get

Inventra opens the new sale with its own receipt number. Print it for the customer. It says which receipt the items came from, and the new items get a fresh guarantee. The old receipt shows which items moved to the new one.

Tip: If your receipts say "No refund of money after payment", Give back starts at 0. To give money back anyway, tick Give money back anyway. Only do this if the owner agreed.

Tip: If the customer still owed money on the old sale, that debt is taken from the credit first.

Returned devices wait for a decision, just like in a return. See Return an item.