POS PRODUCT EXCHANGE REPORT
An exchange report is a document that details the transactions related to product exchanges within a business. It typically includes information such as the original purchase details, the exchanged item(s), the reason for the exchange, the date of the exchange, and any adjustments made to pricing or inventory.
User Access
Who Can Access
- Pothys admin
- Head cashier
- Sales Manager
- manager
What User Can Do
- View Reports
- Analyze Sales
Pre-Requisite Activities
- Date range
- Cashier
Business Rules
A business rule for an exchange report typically requires that exchanges must be processed within a specified time frame (e.g., 30 days) and that items must be in original condition with proof of purchase, such as a valid receipt. The report should clearly document any non-exchangeable items, outline procedures for handling exchanges, detail any price adjustments, and ensure accurate tracking of inventory changes. This helps maintain consistency, accountability, and transparency in the exchange process, ultimately enhancing customer satisfaction and operational efficiency.
User Interface
Step 1 : Select ‘Pos Product Exchange Report’ in Menu -> Sales reports > Cashier report > Pos Product Exchange Report or Search Pos Product Exchange Report in Lookup
Step 2 : Select the date range and cashier to open the Pos Product Exchange Report.
Step 3 : To view a preview of the Pos Product Exchange Report in jaldi
Exchange Bill : Including the Exchange Bill in a POS product exchange report is essential as it provides a clear reference to the original transaction, facilitating accurate tracking of the exchange process.
Original Bill : Displaying the Original Bill in a POS product exchange report is crucial for linking the exchange to the original purchase transaction.
Invoice Date : Including the invoice date in a POS product exchange report is important as it provides context for the timing of the original purchase, helping to establish whether the exchange falls within the allowed return period.
Product Code : Displaying the product code in a POS product exchange report is essential for accurately identifying the specific items being exchanged.
Product name : Including the product name in a POS product exchange report is important for clear identification of the exchanged items, which helps avoid confusion and ensures that both staff and customers can easily recognize the products involved.
Exchange Quantity : Displaying the exchange quantity in a POS product exchange report is crucial for accurately reflecting the number of items being exchanged.
Original Invoice Selling Price : Including the Original Invoice Selling Price in a POS product exchange report is essential for transparency, as it clearly indicates the amount originally paid for the exchanged item.
Line Total : Displaying the line total in a POS product exchange report is important as it provides a clear summary of the total amount associated with each exchanged item.
Cashier : Including the cashier’s name in a POS product exchange report is important for accountability and tracking purposes.
Terminal : Displaying the terminal information in a POS product exchange report is important for identifying the specific point of sale where the exchange occurred.