Process an exchange
Wrong size, different item — return the old line and ring the new one in a single flow.
4 min read · Returns & exchanges
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An exchange is a return and a new sale in one motion — "size 8 came back, size 9 went out."
Process an exchange
- Open Exchange (the Returns screen's exchange mode).
- Find the original sale by invoice or receipt number.
- Pick the lines coming back and set the quantities.
- Add the items going out in exchange — the new size, color or a different product entirely.
- The screen shows the difference: refund owed to the customer, or balance to collect.
- Settle the difference and complete.
The money part
| Situation | Result |
|---|---|
| New item costs more | Customer pays the difference — collect it like a normal payment |
| New item costs less | You refund the difference |
| Same price | Even swap — no cash moves |
Stock
- The returned units restock at the location you choose.
- The exchanged units decrement like a normal sale.
- Both sides post as their own stock movements so the ledger shows the swap, not a mystery gap.
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