How do I handle product exchanges?

This article explains how to handle product exchanges in Mangomint.

The reason why you would want to process a product exchange in Mangomint is so that inventory is updated and your sales and other reports have the correct information that matches your actual payments.

How to process product exchange

• On the Sales Screen, use the New Checkout button to start the exchange.

  

  

• Select the Client, if applicable.

• Add the product to be exchanged.

• Update the quantity to a negative quantity representing how many products are being returned.

• Select the staff member who originally sold this item. Note: If you pay your staff members product sales commission, this is to deduct the returned product commission for the appropriate staff member.

• Add the new product by tapping on the Add Product button.

• Tap on Go to Payments to complete the checkout. Note: Product sales tax will automatically be calculated by the system.

• If there is a balance due, complete the checkout as usual.

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

Once completed, the returned product will be added back to the inventory count.

Note: If the product is not actually going back to inventory (e.g. damaged product), you will need to manually update the count. To learn how, go to: Track Inventory & Add Inventory Change

• Reports will be updated as well.