Processing an Exchange in SCIS

This topic applies to

Applies to

SuiteCommerce InStore

Processing an exchange requires that you create a return transaction, and then add the item the customer wants to purchase 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, you cannot exchange an item that was already purchased, for an item that will be shipped or picked up in-store. Instead of an exchange, in this case, you must first complete a return transaction, and then enter a sales transaction for the item intended for shipping or pickup.


  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 transaction, a balance due is shown in the transaction summary.

    • If the total of the exchange is equal to the total amount of the return transaction, click End Transaction.

    • If the total of the exchange is less than the total amount of the return transaction, then a refund is due. The amount is shown in the total screen.

  4. Give the receipt to the customer.