Retail POS: Exchanged Tab

Retail POS: Exchanged Tab


The Exchanged tab displays all exchanged item receipts. You can search by Customer Name, or the Date/Number of the Receipt. The displayed table contains the following columns:
  1. Receipt Number - Receipt Number of the closed Receipts
  2. Transaction Time - Time of the Receipts closed
  3. Customer - Name of the customer
  4. Reason - Reason for Exchange
  5. Receipt Total - Total of the Receipt
  6. Employee - Name of employee handled the Receipt
  1. If you click on the Receipt icon, you can refund the receipt

The following buttons appear below the table:
  1. Reopen Receipt - Receipt will be opened from the Order screen
  2. Print Receipt - You can print receipts by clicking Re-Print Receipt

The following fields appear at the bottom:
  1. Average Amount - Total amount of the Receipt on the Exchanged tab


Exchange Functionality

While performing an Exchange: options such as Void, Sale History, Park Sale, Retrieve Sale, Discount, Cash, and Payment will be disabled. To exchange the Retail Item: open the Receipt from the Closed tab, then the Exchange option will be available at bottom of the screen:
  1. Initially items on the Receipt and the item selection fields will be disabled. You can't add new items to the Receipt.

  2. Select the Item(s) to exchange, then click Exchange. Multiple Items can be exchanged at once.
    1. Note: you cannot exchange newly-added items.

  3. The Exchange pop-up appears, which displays the selected Item(s) along with the corresponding Exchange Item Quantity.


  4. Enter the Quantity in the field or decrease/increase it by using minus/plus (–/+) options.

    1. The Exchange Item Quantity field appears only if the item to exchange has multiple quantity
    2. The Quantity can’t be increased more than the quantity of the item placed. If a greater value is entered, the message ‘Quantity entered is greater than available item quantity’ appears
    3. If the Quantity is 0 when attempting to refund, the message ‘Please enter a valid quantity. Exchange quantity cannot be zero’ appears
    4. The price in the Exchange amount will be changed accordingly

  5. When ready, click Continue. A new Receipt will be generated according to the current Business Date. The Item(s) selected for exchange will appear with negative symbol on the receipt. The selected item will be removed from the Order screen.


  6. Add a new item to the Receipt then click Exchange: on the Exchange pop-up that appears:



    1. Select the Exchange Reason (mandatory) from the options created in Back Office, or enter a custom Reason in the Free Text.

    2. For the Exchange Amount field, it will be auto-populated with the total value of the Item(s) to be exchanged and can't be edited.
      1. If it's equal (0.00), the below Return By / Pay By won't appear.


    3. Customer - The customer attached to the receipt will be auto-populated and their mode of payment used.
      1. If no customer is attached or you click Remove, a new Customer can be added by clicking Add Customer.


    4. For Return By / Pay By: if the amount is less it will be Return By and payment will be refunded to the original payment source only, but if higher then Pay By and payment must be taken.

      1. Return By – The below options will be available for Void (Before Batch/Before Close Day)
        1. Cash will appear by default
        2. Store Credit (if customer is attached)
        3. Mode of Payment

      2. Return By – The below options will be available for Void (After Batch/After Close Day)
        1. Cash will appear by default 
        2. Store Credit (if customer is attached)
        3. Mode of Payment as per existing

  7. When ready (and a Reason is provided) click Done, and the Exchange Completed screen appears.


    1. For Return By scenario: for After Batch and After Close Day


    2. For Return By scenario: for Before Batch and Before Close Day


    3. Click Print Receipt, and the receipt will be printed.
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  8. After performing an Exchange, new receipt will be generated, and newly generated receipt in both Closed and Exchange tab.

    1. Exchange tab



    2. Closed tab
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Closed Tab

New Generated Exchange Receipt

Under the Closed tab: for newly generated receipt when user clicks on the receipt view button then receipt will be displayed as shown in below screen & item which needs to be exchanged will be shown in negative value and receipt will be based on the exchange calculation.

For newly-generated Exchange Receipts: when Re Print Receipt is clicked under the Closed tab, the Receipt will be printed.
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Note: Only the calculation part in Exchange summary and Summary will be changed based on the exchange calculation remaining options such as Customer info, Receipt details, store info, Additional setting, Merchant copy, and customer copy. The Print template will work based on the configuration of the front-end template in the Back Office.
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Discounts and Service Charges Example

If the Receipt contains adjustments like Discounts and Item Service Charges etc. they will be calculated as follows:

A Discount of 10% applies to old items, and 15% for new items. The Customer purchased iPhone and iPad on 1st November. Receipt number A001 is created and closed after payment. The Customer wants to exchange the iPhone and iPad with Watch, Adapter and Data cable on 3rd November.

For this Exchange:
  1. A newly exchanged receipt A008 will be created, with the iPhone and iPad having a negative value and will be reduced from total amount.
  2. The Discount for new items is 15% and with the total of $200 the discount is $30
  3. Discount for old item is 10% and with the total of $250 the discount is $25
  4. The difference is $30 - $25 = $5
  5. Subtotal and Tax % for balance amount will be calculated: 15% discount on subtotal is applied (50 - 5 = $45) and Tax 10% (45 * 10/100 = 4.5) and balance amount will be calculated.
  6. On the Receipt Summary, the new purchased item summary will be available: Watch, Adapter, Data cable have the 15% discount for newly purchased items so the subtotal is $200 and the discount will be $30 (200 * 15 / 100) and price, subtotal, Tax % and Total amount will be available based on the newly purchased item.
    A screenshot of a document Description automatically generated



Service Charge Example

The Item Service Charge for New Items doesn't apply to Old Items.

Customer purchased iPhone, iPad on 1st November. A Receipt number A001 is created and closed after payment. The Customer wants to exchange the iPhone and iPad with Watch, Adapter, Data cable on 3rd November. The Service charge only applies to the newly purchased item, hence service charge will be calculated for watch + adapter + data cable (300 * 10/100 = 30).

For this Exchange:
  1. A new exchanged receipt A008 will be created. In A008 receipt, iPhone, iPad, Watch, Adapter, Data cable price will be available, and iPhone, iPad will be reduced from the total amount.

  2. The Subtotal and Tax % for the Balance Amount will be calculated. Service charge (300 * 10/100 = 30) on the subtotal amount is applied and balance amount will be calculated.

  3. On the receipt summary new purchased item summary will be available with the Watch, Adapter, and Data cable. The price, subtotal, Tax % and Total amount will be available based on the newly purchased items.
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Parent Receipt

The Parent Receipt which was used to perform an exchange will be available in the Closed tab. When View Receipt is clicked the item is displayed and the item(s) to be exchanged will be shown in negative value and highlighted (and the same on the printed receipt).

If reopening or returning the parent receipt: on the receipt the exchange item on the receipt will be grayed out and have negative values.



Before Paying

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After Paying


 

 

Before Paying

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After Paying

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Sale History

  1. Original receipt AOO1 contains 3 Bicycles under the Closed Tab.

  2. 2 bicycles are refunded using partial refund functionality.

  3. Based on this the new receipt A002 will be generated and appear under the Refunded tab with a quantity of 2.

  4. Original receipt A001 will be in Closed tab with the 1 remaining bicycle and if reopened under the Order screen it contains the 1 bicycle along with the price the single quantity and the 2 refunded items will appear as separate line item along with negative symbol and grayed out.

  5. So, for original receipt A001 and other closed tab functionalities such as refund, exchange and reopen related functionalities will apply.

Note:
  1. After the refund process is complete, the refunded quantity will be added back to the inventory.
  2. Remaining functionality will work as-is.
  3. The Order screen will be updated dynamically based on calculations from the refunded quantity changes.



View Receipt

On the Exchanged tab, an exchange receipt can be viewed by clicking on view receipt icon to the right of the receipt line item.
  1. The Exchange Receipt displays the following: refunded items details, exchanged item, store name, customer name, employee, status of the receipt, receipt number, barcode, time & date.



Re-Print Receipt

When Re-Print Receipt is clicked at the bottom, the Receipt will be printed
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Note: Only the calculation part in Exchange summary and summary will be changed based on the exchange calculation remaining options such as Customer info, Receipt details, store info, Additional setting, Merchant copy, customer copy. The Print template will work based on the configuration of the Front-End Template in Back Office.

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Email Receipt

After the Exchange process, on the Digital Receipt screen: when selecting the Email option the email receipt will be sent to the configured Email Address and the receipt will be based on the calculated exchange.



Text Receipt

After the exchange process, on the Digital receipt screen when user selects TEXT option, text receipt should be sent to the respective mobile number entered and receipt will be based on the exchange calculation.

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