How to Receive a Customer Trade-In (Scrap, Metal, & Stone Buy)

This article walks you through the step-by-step process of accepting a customer trade-in or over-the-counter (OTC) purchase directly through the Retail POS system.

Step 1: Access the POS Module

   Open the left-hand main navigation menu on your dashboard. Locate and click on the Sale menu option to       launch the Point of Sale module.

Step 2: Initiate the Trade-In

Once inside the POS interface, locate the Trade-in button to begin the intake process.

Step 3: Pick or Create the Customer Profile

Search for the customer. For this workflow, we'll select the existing profile Suleman. (Note: If the customer is new, use the 'New Customer' flow before proceeding

Step 4: Choose the Purchase Category

A trade-in dialog box will appear presenting two distinct pathways:

• Option A: Scrap, Metal, & Stone Buy

• Option B:  Basic Product Buy (for resalable, finished jewellery)

Select Scrap, Metal, & Stone Buy to open the specialised Over-the-Counter (OTC) Purchase / Trade In dialog.

Select Scrap, Metal, & Stone Buy to open the specialised Over-the-Counter (OTC) Purchase / Trade In dialog.

Within the OTC window, you will see separate sections for Metals and Stones.For this article we'll do for scrap gold.  Click on the Add Metal button. 

Step 5: Configure the Material Details

In the configuration fields that appear, enter the following specific details:

• Product : (e.g., Scrap Gold).

• Metal Type / Purity: Let's Select Gold 14K Yellow  from the dropdown options for this example.

Weigh the item on your certified scale and process the valuation:

• Check the Live Rate: You will find the live, built-in current market value of your selected metal automatically displayed in the Spot Price column.

• Enter Weight: Input the exact Weight into the designated field.

• Enter Offer: Enter the final agreed-upon Offer Amount you are presenting to the customer, using the live spot price as your reference benchmark.

The system will dynamically calculate and display a Raw Total based purely on the raw material weight multiplied by the live spot price and the entered offer metrics.

Step 6: Finalize the Product Details

Once you’re satisfied with the product details, press Save & Add To Cart button.

Note that the Grams/Price line is negative, indicating that the item is being bought from the customer, effectively issuing credit.

Step 7: Complete the Sale and Confirm Stock

1. Proceed with the checkout to complete the trade-in.

2. Once the sale is submitted, click View Sale to confirm the transaction details.

 Adding Stones to the Trade-In

If the customer's jewelry item includes loose or set gemstones that your store is also purchasing, you can log them during the same session before finalizing the transaction.

Step 1: Navigate to the Stones section

Step 2: Configure the Stone Detail Panel

Click on the Add Stone button. This opens the Stone Detail Panel, presenting three specific fields for you to complete:

• Product: Select the appropriate item from your existing inventory database. Use the dropdown or search bar to map the trade-in to a standardised stone product profile in your system.

• Carat (Total): Enter the total carat weight of the gemstone(s) being traded in.

• Price/Ct: Input the agreed-upon purchase price per carat for that specific stone quality.

Troubleshooting

For any issues encountered when you’re trying to Receive a Customer Trade-in through the Retail POS, please contact Flawless POS support for assistance.