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

  1. On the Set-up menu, click Traders. The Trader card opens.
  2. Browse to the customer (for customer to branch swaps), or the branch (for branch only swaps) for whom you want to swap products.
  3. Click the Product Swaps tab.
  4. Click the + button. A new swap record is added to the list.
  5. 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.

  6. In the Replace with code box, type the product code you want to swap to, or click the ellipsis button to use Find Product.
  7. Click the tick button.
  8. 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.

  1. In the Product Swaps list, click the swap you want to delete.
  2. Below the list, click the button. You are prompted if you want to delete the record.
  3. Click OK.

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