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How to process a trade in from the point of sale
How to process a trade in from the point of sale

Describes how to process a trade-in from the point of sale

Chris Minassian avatar
Written by Chris Minassian
Updated over a week ago

To create a trade in from the point of sale follow the below instructions.

  • From the Point of Sale interface utilize the Customer button to search and select the customer.

  • Click on the Trade-In button to bring up the trade in screen.

  • Fill in the description, set the job tracking, and take any notes you deem necessary.

  • Fill in the trade in amount then click the Trade For button to add this to the checkout tray.

  • If the client is also purchasing an item you can add this to the transaction now or even before you started the trade.

  • Click the Charge button to bring up the payment window and complete the transaction.

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