Doing exchanges

In the POS

  1. In the search bar click the Documents icon and scan the barcode on the customer’s printed receipt or invoice. OnSite automatically generates the return invoice. If you don't have a receipt or invoice with a barcode:
    • You can manually enter the invoice ID and click Return to generate a return invoice.
    • You can click the list in the right corner of the search field to display a list of today's invoices.
    • You can display historical invoices by exiting to Browser mode.
  2. On the return invoice remove the products that are not being returned by selecting the line item and pressing Delete.
  3. Add the products the customer is taking in exchange. OnSite calculates the value of the exchange. If the total is positive, the customer has a balance to pay. If the total is negative, you owe the customer a refund for the difference.
  4. Click Check Out to go to the payment screen, take any additional payments or refund the difference.
  5. Click Finish to produce a receipt and finish the sale.

In the Browser

  1. Open the original sale invoice.
  2. On the return invoice remove products that are not being returned by selecting the line item and pressing Delete.
  3. Add the products the shopper is taking in exchange.
  4. OnSite calculates the value of the exchange. If the total is positive the customer has a balance to pay. If the total is negative, you owe a refund for the difference.
  5. Click Save to move to the Payments screen, take any additional payments or refund the difference.
  6. Click Save > Print to issue a receipt and complete the sale.
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