Do an Exchange

Here is a short video showing you how you can process exchange transactions in the Register:

Steps for Processing Exchanges in the Register

1. Go to the Register, you can click the Register icon in the upper left of the blue Admin Toolbar.
   
2. If you have a receipt from the Rain system for the original purchase, scan it in, OR, go to the customer's History and open the transaction (load customer, click on the customer's name, click on the History tab, find the transaction and click on its ID), OR go to Reports > End of Day and search for the date of the transaction, then click on the transaction ID. The transaction will load into the Register, showing items eligible for return on the right.
3. Click on all items being returned, you will see them load into the Register as line items with negative quantities.
4. For any items that you cannot restock, click the blue pencil on the right of the line item and un-check the Restock checkbox.
5. Adjust quantities according to the actual quantities of each item being returned, then click the green Refund button in the lower right.
6. You can add items being purchased / exchanged.
7. If the total entitles the customer to a refund, enter the funds being refunded into the payment method preferred. NOTE: If the payment method you need is not visible, choose cash or something similar and complete the return, then you can go back to the transaction and when you re-open it (from Customer History or End of Day report), you can adjust the return payment method and Save the transaction.
8. Once the refund method(s) have been chosen, you can complete your transaction in the normal way.

Alternative Method for Transactions That Didn't Process Through the Rain Point of Sale (Legacy Exchanges)

1. Go to the Register, you can click the Register icon in the upper left of the blue Admin Toolbar.
   
2. Search for the item(s) being returned and add them to the transaction.
3. Give the return item(s) a negative Quantity.
4. You can add items being purchased / exchanged.
5. If the total entitles the customer to a refund, enter the funds being refunded into the payment method preferred. NOTE: If the payment method you need is not visible, choose cash or something similar and complete the return, then you can go back to the transaction and when you re-open it (from Customer History or End of Day report), you can adjust the return payment method and Save the transaction.
6. Once the refund method(s) have been chosen, you can complete your transaction in the normal way.