How do I handle product exchanges?

To complete a product exchange, go to the Sales screen and select New Checkout.

Select the client, if needed.

Add the product that needs to be exchanged. Update the quantity to a negative quantity to represent how many products are being exchanged.

If you pay your staff members product commission, select the staff member who originally sold the product. This will deduct the product commission for the appropriate staff member.

Select Add Product and add the new product. Select Go To Payments.

If there is a balance due, complete the checkout as you normally would.

If there is a negative balance due, you will need to refund the difference.

• For credit card refunds, select Other. Enter any additional notes and close the sale. Once the sale is closed, refund the payment to the client.

• For cash refunds, select Cash and close the sale. If the Cash Drawer app is enabled, your cash drawer total will be updated.

The exchanged product will be added back to your inventory count. If the product should not be added back to your inventory (e.g. damaged products), you will need to manually update your inventory count to remove the exchanged product.