How to Receive a Customer Trade-in through the Retail POS

In this guide we will explore the process of receiving a customer trade-in piece using the Point of Sale module.

In a nutshell, the tutorial touches on accessing the POS module from the navigation menu, and initiating the trade-in process by clicking 'Trade in'. The process then calls for the selection of a customer and the product for the trade. Most often, the customer will trade in a unique item, which requires the creation of a new product in the system. Once happy with the created product details, clicking 'OK' adds this product to the Cart on the right.

A key point noted is that the Quantity line will be negative, indicating you are buying the piece from the customer and issuing credit. The subsequent steps follow typical sale submission procedures. After submitting the sale, clicking 'View Sale' confirms it as a trade-in and shows that the refund was issued to the customer, serving as payment for their traded piece. Finally, you can confirm that the traded item is in your stock by searching the SKU in the Sale module.

Consider watching our step-by-step video on trading-in a customer piece using the Point of Sale module.

Receiving Trade-in item in the Sale module