How to Exchange Products In Orders

An Exchange is a great alternative to the Refund process for Completed Orders.

Table of Contents:

• Exchanging Products
• The Exchange Filter

Exchanging Products

Select an order with a Completed order status. Tap the Exchange button.

An Exchange pop-up will appear. Select the product that you want to exchange by tapping the checkbox next to its name in the Product column.

After selecting the product, you can tap the - button to subtract, or the + button to add the quantity of exchanged items into the Exchanged Items column. Switch on the Return to Shelf toggle if you want to return the product quantity back to the shelf. Otherwise, if the toggle is switched off, the product quantity will be irreversibly destroyed.

Please note, that the Return to Shelf toggle is switched on by default for Package Control and non-Metrc items.

Tap the Tap to Scan Barcode button.

Tap the barcode icon to start scanning.

Scan barcodes by placing the viewfinder of your iPad camera directly above the barcode (as seen in the screenshot below). Keep in mind that you can use UPC/SKU barcodes to Exchange products.

If the Product has been selected in the quantity of more than 1, then after scanning the barcode the To Scan quantity will decrease by 1, and the Scanned quantity will increase by 1. You can only scan the same products.

You'll see a notification once the barcode is successfully scanned.

After successfully scanning all the products you will have the option to Go to Exchange Screen. Tap on it to proceed.

You will be returned to the Exchange Screen where the number of Exchanged Items can be adjusted further, however, keep in mind that you'll have to scan the barcode again. Tap Finalize Exchange when you're done.

These transactions are sent to Metrc, and Exchanged items receive the Exchanged status on the order profile both in Indica POS and on IndicaOnline Web, and Exchanged Activity is added to the Order Activity Log.

 — Status on POS

— Status on IndicaOnline Web

The Exchange Filter

You can use the Exchange Filter by going to Inventory→Orders→Filter Orders→Select Filter→Exchange.

Then you can select Present or Absent.

Present displays all orders with exchanges, and Absent displays orders without exchanges. 

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