Exchange an order item
Using the Shopify POS app, you can exchange a returned item for a new item. If there's a difference in price between the two items, then collect or pay out the difference during the exchange.
Steps:
- From the Shopify POS app, tapOrders.
- 助教p the order for which you want to create an exchange.
- 助教pExchange.
- On theSelect items to returnscreen:
- Adjust the quantity of items being exchanged.
- Optional: Tap theRestock at this locationto turn this option off. Otherwise, returned items are added to the inventory of the assigned location for your POS device.
- 助教pNext.
- On theSelect new itemsscreen, select the new product from the products list to exchange the returned item for. On theNew itemspage, you can also:
- Update the quantity of the new selected item(s).
- Optional: TapAdd more itemsif the customer wants to keep adding products to their order.
- Optional: Tap theMark item as fulfilledoption off to note that the item needs to be sent to the customer at a later date. A new order will be created for the item(s).
- Optional: TapAttribute sale to staffto associate a staff member to the sale of the new item.
- After everything has been added, tapNext.
- Review theExchange summary:
- Optional: TapAdd noteto add a note about the reason for the exchange.
- If there's a balance remaining in the到期金额section, then tapRefundorCollectand complete the transaction. If there's no balance remaining, then tapExchange.
- Optional: Print, email, or text a receipt to the customer.
- To complete the exchange, tapDone.