How can we help?

Steps for Processing Exchanges in the Register

1. Go to the Register.
2. If you have a receipt from Rain POS for the original purchase, scan it in, OR, go to the customer's History and open the transaction (load customer, click on the customer's name, click on the History tab, find the transaction and click on its ID), OR go to Reports > End of Day and search for the date of the transaction, then click on the transaction ID. The transaction will load into the Register, showing items eligible for return on the right.
3. Click on all items being returned, you will see them load into the Register as line items with negative quantities.
4. For any items that you cannot restock, click the blue pencil on the right of the line item and un-check the Restock checkbox.
5. Adjust quantities according to the actual quantities of each item being returned.
6. Next, add items being purchased / exchanged.
7. If you owe the customer a refund, click the Refund Options button and choose how the funds will go back to the customer. Click Close.  -OR-
8. If the customer owes you money, complete your transaction in the normal way.

 

Alternative Method for Transactions That Didn't Process Through the Rain POS Point of Sale (Legacy Exchanges)

1. Go to the Register, you can click the Register icon in the upper left of the blue Admin Toolbar.
2. After adding the Customer to the Register, Search for the item(s) being returned and add them to the transaction.
3. Give the return item(s) a negative Quantity.
4. For any items that you cannot restock, click the blue pencil on the right of the line item and un-check the Restock checkbox.
5. Adjust quantities according to the actual quantities of each item being returned.
6. Next, add items being purchased / exchanged.
7. If you owe the customer a refund, click the Refund Options button and choose how the funds will go back to the customer. Click Close.  -OR-
8. If the customer owes you money, complete your transaction in the normal way.