Sales Orders - Swap/Exchange

To handle a product swap/exchange, you can follow the steps outlined below.

#Create a Return Authorisation and a Credit Note on the original Sales Order

Start by creating a return authorisation and a credit note from the existing order for the products that are being returned. This will ensure that the value of the returned products is credited back to the customer.

• Return Authorisations - Add a Return Authorisation

• Return Authorisations - Received Quantities & Back to Stock

• Return Authorisations - Create a Credit Note (from a Return Authorisation)

#Click on [+ New Order]

Create a new sales order for the products that the customer wants to receive in exchange. You can use the order tag Swap to easily identify this transaction as a swap.

• Create New Sales Order

Tip: You can create order tags in your System Settings.

Read Sales Documents Settings - SO Tags to learn more.

You can use the Comments section to note the original sales order.

• Customers - Add Unique Comments to Customer Documents

Finally, when you are ready to ship, create a delivery note and an invoice on the new sales order and mark the credit note on the original sales order as applied.

• Delivery Notes - Add Delivery Note
• Invoices - Add an Invoice
• Credit Note - Mark as Applied