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

Workshop and Job Cards

ROBOTILL now has a new Workshop module. The Workshop module is ideal for shops that does repairs and various other kinds of 'jobs'. 'Jobs' are booked in by the Retail Point of Sale Module. The workshop can then work on multiple open jobs with the new Workshop Module and add items like labour, parts, etc. to the various jobs. Once a job is marked as complete, the job can be invoiced by the cashier (Retail Module).

The Workshop Module can run on the same computer as the till (Retail Module), the back office computer (ROBOTILL Manager) or on a separate dedicated computer in the workshop.

The good news: It's FREE! You require at least one registered POS Point to use the workshop module, but you don't pay extra for the workshop modules and you can use as many as you need.

Other new enhancements included in Version 5.8:

Workshop module was added as a separate module and added to the ROBOTILL program group (icon on your desktop and available from All Apps > ROBOTIL…

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.

Process Card Payments

ROBOTILL now directly connects to card readers to process card payments effortlessly. Our South African customers can contact Sureswipe to order a supported card machine.

ROBOTILL also supports international card devices from various international companies.


Our international customers can contact one of the following companies:

HandpointTSYSFirst DatavantivBORGUNEVO Payments International For help setting up your card reader click here. Processing card payments automatically is supported in the free point of sale edition, as well as the retail and restaurant modules of ROBOTILL.