86 lines
5.6 KiB
HTML
86 lines
5.6 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Sales Exchanges</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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ol.hcp1 { list-style:decimal; }
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span.hcp2 { font-weight:bold; }
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img.hcp3 { border:none; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Sales Exchanges</p>
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<p class="Help-Main-Topic-Links"><a href="receipt1016.htm">Sales Returns</a> <span style="color: #c0c0c0;">|</span> <a href="receiptsoverview.htm">Sales Overview</a></p>
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<p class="Help-Text">This topic has been hidden. Info for exchanges combined with return topic.</p>
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<p class="Help-Text">When a customer returns an item to exchange for another, you are doing two transactions on one receipt: a return of one item and a sale of another. Point of Sale will automatically calculate any difference in item prices and sales tax.</p>
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<p class="Help-Info-Line">To handle a merchandise exchange:</p>
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<ol class="hcp1">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Follow the basic sale procedure, listing both items directly on the receipt and selecting <span class="hcp2">Make this item a return</span> for the returned item. For more information on this procedure, see <a href="receipt1005.htm">Making a Sales Receipt</a>.</p>
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</li>
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</ol>
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<p class="Help-Indent"><img src="../image/exchng_items3.gif" alt="" width="360" height="66" border="0" class="hcp3"></p>
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<p class="Help-Indent" style="font-weight: bold;"> </p>
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<p class="Help-Indent" style="font-weight: bold;">OR</p>
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<p class="Help-Indent">With the original sales receipt selected in sales history or the customer's history, select <span class="hcp2">Exchange Items</span> from the I Want To menu. This method allows you to verify the item prices and quantities from the original receipt.</p>
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<p class="Help-Indent">The Merchandise Return wizard is opened, with the items and prices from the original receipt listed.<a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm"><br>
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You can customize the columns in this window.</a></p>
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<p class="Help-Indent"> </p>
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<p class="Help-Indent" style="text-align: center;"><img src="../image/exchng_items.gif" alt="" width="400" height="433" border="0" class="hcp3"></p>
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<p class="Help-Indent"> </p>
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<p class="Help-Indent">Select the items being exchanged in the upper list using the checkboxes. Change the quantity if necessary.</p>
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<p class="Help-Indent">Then enter the new exchange item in the bottom list using standard item listing procedures. Select <span class="hcp2">Accept Exchange</span> when done. The return and new sale item quantities and prices are transferred to the sales receipt and the amount due from or to the customer is calculated for you.</p>
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<ol start="2" class="hcp1">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Enter any requested item information, such as serial numbers (Pro).</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps"><a href="receipt1014.htm">Take payment or give change</a>, as applicable, for any difference and then save and print the receipt.</p>
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</li>
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</ol>
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<ul style="list-style: disc;">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">If money is due the customer, enter the amount in the <span class="hcp2">Change</span> column on the payment widow.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">To refund a charge account customer, enter the amount in the <span class="hcp2">Account Payment</span> field.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">If refunding to a credit or gift card using the QuickBooks POS Merchant or Gift Service, enter the amount in the <span class="hcp2">Credit Card Refund</span> or <span class="hcp2">Gift Card Sell</span> field and authorize using the same card as was used on the original sale. A credit will be made to the cardholder's credit card account or the gift card.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Refunds cannot be made to a debit/ATM card. Refund the amount as cash, gift card/certificate, or another method per your store policy.</p>
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</li>
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</ul>
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<p class="Help-Heading-2"><font style="font-weight: bold;">Notes:</font></p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">If integrated with QuickBooks financial software and the exchange is for a charge account customer, be aware that putting both return and sales items on a single receipt will create only one document in your financial software, based on the net amount of the receipt. If negative, a customer payment or credit memo is created. If positive, a customer invoice is created. If you always want customer payments/credit created for returns and invoices for sales, record returns and sales on separate receipts.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">The item(s) returned by the customer are added back to inventory. If the merchandise is unsalable, you should create a quantity <a href="../qbpos_adjustments/memosoverview.htm">adjustment memo</a> to remove it from inventory or a <a href="../qbpos_receiving/voucher_returns.htm">return voucher</a> if the merchandise is being returned to your vendor for credit.</p>
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</li>
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</ul>
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</body>
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</html>
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