In retail, customers sometimes wish to exchange a product instead of returning it for a refund. The Exchange function in the Lightspeed X Series allows you to process these transactions easily within the register. This ensures accurate sales records, correct inventory updates, and a seamless experience for both staff and customers.
This article explains how to complete an exchange sale in the Lightspeed X Series.
Why use Exchange?
Using the exchange option ensures:
Both the return and new purchase are captured in a single transaction.
Stock levels are automatically adjusted for returned and exchanged items.
Customer records remain accurate, reflecting the exchanged products.
Key Notes
Exchanges are tied to the original sale for accurate tracking.
Refund options depend on your store settings (cash, card, or store credit).
You can only perform exchanges on completed sales, not open or unfulfilled ones.
The exchange sale function in the Lightspeed X Series simplifies the process of swapping items for your customers. By combining both the return and new purchase in a single transaction, it helps keep your sales history, inventory, and reporting accurate while ensuring a smooth customer experience.
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