Objective
To process an exchange that originally came from Shopify.
Setup
- Retail POS for Mac or PC
- Retail POS on iPad
- Shopify Integration
Steps
Process the refund as normal on Shopify.
In Retail POS:
- Click Sell
- Click Sales History
- Search for and click on the sale
- Click Return Items
- Search for and add exchanged products to the sale
- Click Exchange
- Select your Shopify payment type that you have selected on your Shopify settings page. In the example below, the payment type is set to 'Shopify Payments', but this could be different for you.
Additional Information
Shopify Help Centre - Exchanging an item
Your Shopify payment type is located in your Shopify app page.