Other sales – Exchange

Located on the Home screen, the Other Sales button opens a new layer of buttons giving the user a selection of options to carry out a specific function, the Other Sales button selection includes Estimate, Transfer, Account Sale, Refund/Credit and Exchange.

Other Sales > Exchange

Enter the Sales Order number, and continue to enter through the form, select N in the Exact Exchange field, and OK

Note: If the Exchange is a previous Merlin sale/invoice, use Lookup to select Merlin, enter the customer details and a reason code Into the Refund Details Screen, 

In the Item Exchange Selection screen, highlight the item to be exchanged and select Exchange from the top menu, and input the exchange quantity, continue with other items if required, and select Finish from the top menu to exit back to the home screen.

Enter a reason for the exchange

The item/s are now in the home screen as a negative value 

Enter the new part number to be exchanged to the customer, noting the dollar value variance balance on the screen

If the value is greater the customer will be required to pay for the difference, if the value is less, a trade customer will have credit to their account and a refund will go to a retail customer.