Exchange Transaction

An Exchange Transaction refers to a client returning a product and using that return amount to purchase a different product instead.

Here is our recommendation for handling this situation easily:

1

Go to the Ticket List

Start by going to your Tickets tab, then select Ticket List.

2

Start a return ticket

Click Return Ticket in the top-right corner.

Return ticket button

3

Select the client

Search and select the client, then click Continue.

Select Client and Continue

4

Select the product being returned

Click the blue arrow to the left of the product the client is returning.

Blue arrow left of product

If any additional products need to be added to the Return Ticket, click Return More at the bottom.

Return More button

5

Create a new ticket

Proceed to your Tickets tab again and click New Ticket.

Ticket tab New Ticket

6

Select the same client

Search and select the same client, then click Create Ticket.

Select Client Create Ticket

7

Add the replacement product

Click the green button next to Services or Products.

8

Select the replacement product

Search and select the product the client wants instead, make sure the employee matches, and click Add Items.

9

Attach the return ticket

Proceed to Attach Ticket at the bottom.

Attach a Ticket button

10

Attach the client's ticket

Click the green plus button next to that client's name, then click Done.

Green plus next to client name

11

Collect payment

Click Collect Payment.

Collect Payment button on Sales Ticket

12

Handle the remaining balance

• If the product the client is returning costs less than the product the client wants instead, the client will owe you the remaining balance. Choose the Payment Type.

• If the product the client is returning costs more than the product the client wants instead, you'll owe the client some type of compensation. You will only have the options of giving them change back out of the cash drawer or giving them change with a check.

13

Finish the ticket

Click Finish and close ticket per usual.

Give change back on a Gift Card

Alternatively, you can give the client changeback (if owed to them) on a Gift Card:

1

Add a Gift Card

After attaching the tickets, click the green button next to Gift Card.

2

Enter the Gift Card details

Enter the Gift Card code, enter the amount due back, then click Add Gift Card.

Add Gift Card button

3

Collect payment

The balance due back/owed on the ticket should then be $0.00. Proceed to Collect Payment.

4

Finish the ticket

Since there is nothing owed back or due, click Finish and close the ticket per usual.

Once you have attached the two tickets, try not to detach them, then re-attach them again. This could cause the ticket(s) to get stuck upon trying to close them.