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Knowledge Base |
Exchange Products At The POS
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This article will guide you on how to exchange a product for another product at the Point of Sale.
Requirements - A Master Admin login or a staff type with the following permissions:
NOTE: If you have a Full POS Terminal (receipt printer and cash drawer) you will need to grant your staff access to this terminal, click here.
To access this screen you will need to click on Main > POS. If you are not already logged into a POS you will need to access one. On a simple terminal click the GO button or on a Full POS click the Open button to start the Open POS process. For steps on opening a Full POS, click here.
Exchange For Another Product
On your POS cart, search for the customer that wants to exchange a product. Select the Paid Invoices button.
A window will display all invoices, including products, paid by the customer. Click on Exchange next to the product they are needing to exchange. The system will confirm the item has been Added To Shopping Cart. Click Close to proceed with the exchange.
To learn more on how to refund an invoice from the POS, click here.
To update and return the product to your inventory, click on the item the customer wants to exchange. Select Yes to confirm you want to Return Item To Inventory. Click Update to save your changes.
Use product search or select products from the quick pad. To modify the quantity, price or remove just click on the item to make the adjustment and select Update. Once you have the products in the cart, ClubReady will display if there is any difference in the amount. Click the CHECKOUT button to advance to the payment screen. The customer can make a payment, or be provided back their change. Remaining balances can be provided as a Credit On Account, Written Check or Cash. For steps on how to complete a sale, click here.
Requirements - A Master Admin login or a staff type with the following permissions:
- Point Of Sale (POS) - Can access POS terminals
- Point Of Sale (POS) - Can Exchange Products at the POS
NOTE: If you have a Full POS Terminal (receipt printer and cash drawer) you will need to grant your staff access to this terminal, click here.
Accessing POS Terminal
To access this screen you will need to click on Main > POS. If you are not already logged into a POS you will need to access one. On a simple terminal click the GO button or on a Full POS click the Open button to start the Open POS process. For steps on opening a Full POS, click here.
Exchange For Another Product
On your POS cart, search for the customer that wants to exchange a product. Select the Paid Invoices button.
A window will display all invoices, including products, paid by the customer. Click on Exchange next to the product they are needing to exchange. The system will confirm the item has been Added To Shopping Cart. Click Close to proceed with the exchange.
Return Item To Inventory
To update and return the product to your inventory, click on the item the customer wants to exchange. Select Yes to confirm you want to Return Item To Inventory. Click Update to save your changes.
Selecting New Product
Use product search or select products from the quick pad. To modify the quantity, price or remove just click on the item to make the adjustment and select Update. Once you have the products in the cart, ClubReady will display if there is any difference in the amount. Click the CHECKOUT button to advance to the payment screen. The customer can make a payment, or be provided back their change. Remaining balances can be provided as a Credit On Account, Written Check or Cash. For steps on how to complete a sale, click here.
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