Skip to main content

Exchanging Items


When a customer wants to exchange an item you could just do a refund on the first sale and then do a new sale. However, giving the customer the cash back and then doing a new sale is a bit cumbersome. You also might have an exchange policy but not allow refunds. There is a very good and efficient solution for exchanges in ROBOTILL.

ROBOTILL allows you to refund cash or refund into an account. You wouldn't want to create a new customer account each time a customer wants to exchange an item. The solution is to create a couple of  'Exchange Credit Cards'.

Setting up your Exchange Cards

Open General Configuration in  ROBOTILL Manager > Setup > System Configuration.


Check 'Use Customer Cards' and Update.

In Customers, create a couple of  Exchange Credit Customers - 'Exchange Credit 1', 'Exchange Credit 2', etc.  - See below:


You can then print exchange credit cards with a barcode containing the customer account number. Alternatively you can just print exchange cards with the account number on each card.

Using your Exchange Cards

For this example, lets say a customer wants to exchange a suitcase he purchased for R 1500.00. The cashier then does a refund but instead of refunding cash, selects to refund into an account.


The cashier checks to see what exchange cards are available and choose one. He refunds the exchange account for the card he selected and hand the card over to the customer.

The customer can then look for an item that he wants to exchange. For this example, lest say he chooses another suitcase for R 1899.00.

He returns to the till with the item and his exchange card. The cashier scans the new item (suitcase for R 1899) and then clicks/touch the 'Customer' button. 



The cashier then scans the exchange card or type the number on the card and takes the card from the customer (returning it to the box of available exchange cards). The cashier then completes the sale and on the pay screen selects 'account payment'.


The account will show that credit of R 1500 is available. The cashier must use all available credit on the account (or hand the card back to the customer for another purchase). 


The pay screen will now show that R 1500 has been paid and there is still R 399 left to pay. The remaining balance of R 399 can then be paid by the customer using cash or another payment method.

Doing refunds this way is quick and easy. The drawer report and other reports will display the correct amount of cash and sales.



For more information on refunds see: http://poshelp.robotill.com/Refunds.aspx

Comments

Popular posts from this blog

Restaurant Bill Split

It is easy to split bills in the Restaurant Software of ROBOTILL. The waiter/cashier can split a bill (sale) at a restaurant table into several bills (sales). The split can be done at any time - at the end of the sale when the customers want to pay - or even in the middle of service when more items will still be ordered.

To split a bill, the waiter selects the table in the Restaurant module of ROBOTILL and then selects 'Sale Options' > 'Split Bill'.


The waiter can then choose the items that should be moved to a separate bill. This process can be repeated multiple times if a bill needs to be split into several smaller bills.

For more information about the split of bills, see the ROBOTILL Online Help:
http://poshelp.robotill.com/RestaurantBillSplit.aspx

You can also download the Free Edition of ROBOTILL from the ROBOTILL Website.
Note that the bill split feature is not available in the free edition.

ROBOTILL Licensing System Upgraded

ROBOTILL upgraded its Point of Sale Software Licensing System. Customers of the Free POS Software Edition and new customers will not be affected. Existing customers will need to register again.

For this reason it is suggested that customers of the Full Edition with version number 5.80.04 or earlier, upgrade and email the new registration codes directly after close of business to allow the ROBOTILL Support team enough time to generate new keys for them.

There where two main reasons for the licensing upgrade:
Unlike the old licensing system, the new licensing system will not require new keys after a major Windows upgrade or a computer name change.Due to the fact that ROBOTILL is becoming a very popular Point of Sale System, it has become the target of hackers and crackers.  To see how the new ROBOTILL Registration works, see our online help:
http://poshelp.robotill.com/RegisterROBOTILL.aspx

POS Themes and Button Colours

In ROBOTILL version 7 you can now choose different colour (or color depending where you are from) themes for your point of sale modules. You can also customize these themes and select colours for product buttons and custom buttons for easier and quicker selection by cashiers and waiters.

For more information on how the colour themes and buttons work, see Themes and Button Colours in the online help.

What else is new in version 7?
The POS colours (that can now be selected) is used throughout the POS modules and not just in the main screens.Various screens have been improved for easier and quicker selection with more buttons per 'page'. The 'Product Category' screen that can be opened from a custom button in the 'More' screen has been improved. The slip history now displays payment types in the main screen to enable users to find the required slip more easily. The 'Tip' screen was improved and now allows the waiter to add the tip amount or the total amoun…