How to Receive a Customer Trade-in through the Retail POS

This article provides a guide on receiving a customer trade-in piece through the Point of Sale (POS) module.

You may refer to this video for a step-by-step guide on receiving customer trade-ins: https://www.youtube.com/watch?v=luULflncr1g

Step 1: Access the POS Module

1. Open the Point of Sale module:

   • Open the left navigation menu.

   • Click on the Sale menu option.
     
      
     
     

Step 2: Start the Trade-in Process

1. Press the Trade-in button.
   
   

2. Select the customer:

   • If needed, create a new customer profile (as discussed in the previous article).

   • For this example, we’ll select an existing customer with the name Lequirus

Step 3: Add the Trade-in Product

1. In the Product selection section, either:

   • Choose an item from your collection, or

   • Press New Product in the top left to create a unique product for the trade-in. For this example, we’ll be creating a new product.
     
     

2. Select the Custom View for product creation if you have any available custom view that you wish to use.
   
   
   
   

Step 4: Finalize the Product Details

1. Once you’re satisfied with the product details, press OK to add it to the Cart.

2. You may customize the following details such as the Price, Count, Shipping Charge, and Discount.
   
    

• Note that the Quantity line is negative, indicating that the item is being bought from the customer, effectively issuing credit.
  
   
  
  

Step 5: Complete the Sale and Confirm Stock

1. Proceed with the checkout to complete the trade-in.

2. Once the sale is submitted, click View Sale to confirm the transaction details.
   
   
   
   
     

3. To verify that the item has been added to your stock:

   • Click on the Sale module in the left navigation.
     
      

• Search for the SKU of the trade-in item. For this example, the SKU of the item is RT-2000039

• Confirm that the item now appears in stock.
  
  

Troubleshooting

For any issues encountered when you’re trying to Receive a Customer Trade-in through the Retail POS, please contact Flawless POS support for assistance.