How To: Standard Return Process – Exchanging Take With Merchandise (TW)
Overview
This tutorial describes how to exchange items on a TW transaction.
Video
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Step-by-Step
Scenario: A customer wants to return a piece of merchandise that he purchased a short time ago and replace it with another item.
- In the Type of Sale field, select TW–Take With from the drop-down menu.
- In the Salesperson #1 field, enter the salesperson processing the exchange.
- In the BillTo# field, enter a valid customer number. The corresponding customer information appears.
- If the customer number is not on file, the Customer Maintenance box appears to allow you to set up the new customer.
- To search for the customer number, click the Search button.
- Click the Detail tab.
- In the Item Number field, enter the item that is being returned.
- To search for an item number, click the Search button.
- In the Quantity field, enter the quantity to be returned as a negative number. For example, if the customer is returning one item, enter “-1” in this field (the “-“ always appears to the right of the number).
- Press Tab to move through the P/U Loc, Type, Each Price, Disc%, and Extension fields, or press Enter to skip those fields.
- In the Serial# field, enter a serial number for the item.
- If the item does not require entry of an A-Flag or B-Flag serial number, this field does not appear on the screen.
- Click Accept or press Enter to add the returned item line to the transaction.
- If Reason Codes are set up and activated on your system for returns, the above screen appears.
If Reason Codes are not set up and activated on your system, skip to step 13.
- Select a reason for the return.
- The reason codes that appear on this screen are set up in the Order Maintenance Reasons selection (02-08-90-04).
- The fields that now appear on the screen vary depending on how the reason codes are set up. Enter the required information (Employee Number, Markdown Code, etc) and click Done.
- The returned item appears at the bottom of the screen. Repeat steps 5-12 until you are finished returning all merchandise.
- In the Item Number field, enter the replacement item.
- In the Quantity field, enter the quantity of the replacement item as a positive number.
- Press Tab to move through the P/U Loc, Type, Each Price, Disc%, and Extension fields, or press Enter to skip those fields.
- In the Serial# field, enter the serial number for the item.
- Click Accept or press Enter to add the merchandise to the transaction. The item information appears at the bottom of the screen.
- Repeat steps 14-18 until all merchandise has been added to the transaction.
- Click Done to move to the Tender Entry box.
- You can also enter “-” in the Item Number field and press Enter to move to the Tender Entry box.
- In the Tender Entry box, select the Payment Type from the drop-down menu.
- Accept or modify the amount. The amount differs depending on the situation:
Customer Owes Money
If the exchange results in the customer owing money, the amount appears as a positive number.
Refund Money to Customer
If money is owed to the customer, a negative amount appears in the Amount field.
Even Exchange
If this is an even exchange, the Amount field is empty. Click Done to continue with the transaction.
- Enter any required information for the payment type.
- Click Accept and the payment appears on the right side of the window.
- For more information on the Tender Entry Box, see the “Entering Payment Information” section.
- When you finish entering all payment information, click Done.
- Depending on how your Invoice Preferences (02-18-01, Field 8) are set up, one of the following now occurs:
- The invoice is automatically printed
- Invoice print is automatically skipped
- You can choose to print or not print the invoice