Processing an Exchange in SCIS

This topic applies to

Applies to

SuiteCommerce InStore

 

Rather than receive a cash/credit card refund or credit memo, a customer can request to exchange the return item for another item. The item can be the same or different from the original item. Processing an exchange requires creating a return transaction and then adding the exchange item to the cart.

To perform an exchange transaction:

  1. Start by creating a return transaction. For more information, see Returning an Item.

  2. Add the exchange item to the return transaction. You can add the same item as the one being returned.

    For example, a customer may want a different size or color of the same item they originally purchased. In this case, find the correct size and color, and add the item to the cart.

    Important

    Sales associates cannot perform exchanges that include an item for shipping or pickup.

    For example, the customer cannot exchange an item already purchased for an item that will be shipped or picked up in-store. Instead, the associate must first complete a return transaction and then enter a sales transaction for the shipping or pickup item.


  3. Note the following information about how the balance due is determined for exchanges:

    • If the total of the exchange is more than the total of the return, then a balance is due.

    • If the total of the exchange is equal to the total amount of the return transaction, then no balance or refund is due.

    • If the total of the exchange is less than the total amount of the return, then a refund is due.

    If no balance or refund is due, the associate can tap End Transaction to finalize the exchange.

  4. Give the receipt to the customer.