Product Swaps
Product swaps swap the product added to a transaction for the one specified. There are two types of product swaps:
- Customer to branch – create the product swap for the customer. It will apply for the customer and the customer's branches;
- Branch only – create the product swap for a branch. It will apply to that branch only.
Note: Branch only swaps take priority over Customer to branch swaps.
Creating a Product Swap
- On the Set-up menu, click Traders. The Trader card opens.
- Browse to the customer (for customer to branch swaps), or the branch (for branch only swaps) for whom you want to swap products.
- Click the Product Swaps tab.
- Click the + button. A new swap record is added to the list.
- In the Swap from code box below the list, type the product code you want to swap from, or click the ellipsis button to use Find Product.
Note: As this is a product swap, the lead item is always shown.
- In the Replace with code box, type the product code you want to swap to, or click the ellipsis button to use Find Product.
- Click the tick button.
- Return to step 4 to add more product swaps.
Note: You cannot have more than one of the same product code in the From box.
Deleting a Product Swap
Product swaps cannot be edited. Instead, delete the product swap and add a new one.
- In the Product Swaps list, click the swap you want to delete.
- Below the list, click the – button. You are prompted if you want to delete the record.
- Click OK.