Tutorial: Exchanges
Exchanges allow clerks to easily exchange items for new items resulting in less credit card fees and avoids a potential forced return to cash or gift card. It it especially useful for retailers that exchange higher ticket items and/or have a high volume of returns (or seasonal returns).
Not Available for Salesforce Integrations
Returns are especially useful for retailers that exchange higher ticket items and/or have a high volume of returns (or seasonal returns).
STEP 1: Enable Exchanges
NetSuite POS Settings/Payment Methods:
STEP 2: Start the Return
Either pull up an existing sale and return or start a new return
STEP 3: Return the Items
Enter the items that are being returned and select Exchange as the payment method
STEP 4: Enter the new sale
Enter the new items (note the returned items appear in Red)
STEP 4: Check out as normal
If the final total is +ve (or zero) the regular Sale Checkout Flow is performed; if -ve, the Return Checkout Flow is performed. POS Settings - Saved Searches:
Behind the Scenes
Sale Checkout Flow: A invoice is created and a payment is applied directly to the invoice; in addition a credit memo is created and applied to that invoice.
Return Checkout Flow: A credit memo is created and a refund is applied directly to the credit memo; in addition a invoice is created and applied to the credit memo.