When an item is exchanged, NRG Fast Cash adds it to the transaction with a negative quantity and dollar value.  A new item is then added to the transaction and any balance or refund owing is calculated.  If there is no price difference between the items, no balance is owed – if there is a price difference, the remaining balance must be tendered to a payment method, as normal.  


Exchanges can be processed in several ways – refer to the below sections for details. 


[NOTE:  Positive balances represent how much the customer owes – negative balances represent the amount to be refunded.  If Local Authorization is configured and you don’t have permissions to perform the exchange, a prompt will open – a user who can authorize exchanges (e.g. Manager, Supervisor, etc.) must enter their login credentials to proceed.] 



Exchange by Series/Folio Number

This exchange method is processed using the series/folio number (found on the receipt) of the transaction: 

  1. Click the Start Sale button to begin a new transaction, as normal.  

  2. Click the Exchange button from the list of menu options on the far right-hand side of the Transaction screen. 




      3. The Exchange Item prompt will open.  Select the Searching for a Series and Folio Number option, scan or enter the number into the provided field, then click OK. 




      4. The Series/Folio Detail window will open.  Click the checkbox(es) next to the item(s) to be exchanged, then click OK. 




      5. The selected item(s) is added to the transaction with a negative quantity and price.  Next, add the replacement item to the sale, as normal.    


      6. Click the Tender Sale button to Tender the Transaction, as normal. 




Exchange via Customer History

This exchange method allows you to process the transaction from the customer’s purchase history – this option is only available if the customer is first added to the transaction: 

  1. Click the Start Sale button to begin a new transaction, as normal.  

  2. Add the Customer to the sale.  

  3. Click the Exchange button from the list of menu options on the far right-hand side of the Transaction screen.

  4. The Exchange Item prompt will open.  Select the Listing Transactions for the Selected Customer option, then click OK.

  5. The Exchange Item menu will open.  All items purchased by the customer will appear in a listing.  Select the checkbox beside the item(s) to be exchanged, then click OK. 




      6. The item is added to the sale with a negative quantity and price.  Next, add the replacement item to the transaction, as normal.  

      7. Click the Tender Sale button to Tender the Transaction, as normal.  


 


Exchange by General Search

Exchanges can also be processed using a "General Search" option – this allows you to conduct a search for an exchangeable item in the same manner you’d add an item to the sale:     


[NOTE:  Use this method with caution - it doesn’t reference the original sale.]

  1. Click the Start Sale button to begin a new transaction, as normal.

  2. Click the Exchange button from the list of menu options on the far right-hand side of the Transaction screen.  

  3. The Exchange Item prompt will open.  Select the Searching the Inventory for an Item Using a General Search option – then, enter your search term in the Value to Search For field and click OK.

  4. If multiple items are returned, you will be prompted to select the desired item from a list – do so, then click OK to proceed.  

  5. The item is added to the sale with a negative quantity and price.  Next, add the replacement item to the sale, as normal.  
      
  6. Click the Tender Sale button to Tender the Transaction, as normal.  


  


Exchange by Advanced Search

Exchanges can also be processed using an "Advanced Search" option.  This search is conducted like an Advanced Item Search and searches for exchangeable items:  


[NOTE:  Use this method with caution - it does not reference the original purchase.]


  1. Click the Start Sale button to begin a new transaction, as normal.  

  2. Click the Exchange button from the list of menu options on the far right-hand side of the Transaction screen.  

  3. The Exchange Item prompt will open.  Select the Searching the Inventory for an Item Using an Advanced Search option, then click OK.

  4. The Advanced Search window will open, allowing you to conduct an Advanced Item Search for the item.

  5. If multiple items are returned, you will be prompted to select the desired item from a list – do so, then click the Exchange button to proceed.  

  6. The item is added to the sale with a negative quantity and price.  Next, add the replacement item to the sale, as normal.    

  7. Click the Tender Sale button to Tender the Transaction, as normal.