Exchanging an Item of Equal Value
The example below demonstrates processing an exchange for an item of equal value to the original product.
- Select the Exchange Icon to begin.
![exchange-2.jpg 977](https://files.readme.io/a78ebdf-exchange-2.jpg)
- Enter the original Sales Order number, if known, then click "OK".
- To create a new exchange that does not reference an order number, leave this field blank and click "OK".
![exchange-1.jpg 452](https://files.readme.io/ef16b17-exchange-1.jpg)
- For this example, we entered an existing sales order, No. 502.
- The order appears as shown below, with the product being exchanged highlighted in red.
- The original payment type appears in the payment section.
- The total due to the customer is also displayed at the bottom.
![exchange-3.jpg 977](https://files.readme.io/e37b2f1-exchange-3.jpg)
- Add the replacement product to the order. The replacement product appears in green.
- Since no payment is due to the custom in an equal exchange, no further action is needed. Click the "Checkout" button to process the transaction.
![exchange-4.jpg 978](https://files.readme.io/d4f64c1-exchange-4.jpg)
- The sales receipt will appear as shown below.
![exchange-5.jpg 979](https://files.readme.io/6297dec-exchange-5.jpg)
In the back office, the exchange will create a Sales Return for the product that was exchanged, and a new Sales Order for the new item added to the order.
- The Sales Return will display payment method as "Issue Credit". This indicates that a credit value is created for the amount of the product (the credit is then applied against the product that is being exchanged, as shown in the Sales Order further below).
![exchange-7.jpg 977](https://files.readme.io/5c34be1-exchange-7.jpg)
- The Sales Order will display payment method as "Apply Credit". This indicates the credit that was created on the Sales Return has been applied to this order.
![exchange-6.jpg 977](https://files.readme.io/6a28a31-exchange-6.jpg)
Updated 5 months ago