Boutique step 5: sell, exchange sizes and give store credit

Selling clothes is fast; the work is in what comes back. This step covers the boutique till and a clear return policy: exchanges for another size, store credit instead of cash, gift cards, a return window and items that can’t be returned.

Sell at the till

1. Open Sell › POS (it opens your default POS version).
2. Pick the customer, or keep Walk-In Customer. Pick a named customer if they may need store credit later, or if you give reward points.
3. Scan the tag or tap the product tile. Each size is its own tile with its stock.
4. Take payment with Cash, Card or Multiple Pay (for example part card, part store credit).
5. Print or e-mail the receipt. The receipt is the customer’s proof for returns.

Selling basics: POS overview and payment methods.

Set your return policy once

How to turn it on

1. 1Plan: Return settings: every plan. Gift cards: when your plan includes them.
2. 2Switch: Sell › Return settings; Gift cards: Settings › Business Settings › Modules › Gift cards.
3. 3Permission: Manage the return policy and reasons; Override the return policy; returns themselves need Access all sell return or Access own sell return.

1. Open Sell › Return settings and tick Use return outcomes.
2. Tick the Allowed outcomes: Refund, Store credit, Gift card (if the module is on) and Exchange.
3. Set Default outcome (many boutiques use Store credit or Exchange) and When new items cost less than the return (for example Store credit).
4. Under Window, fee and expiry, set the Return window (days after the sale), an optional Restocking fee (%), and Store credit expiry (days) (0 = never).
5. Tick Receipt required if you only accept returns with a receipt, and Reason required to learn why items come back.
6. Pick Categories that cannot be returned (for example lingerie, earrings) and click Save.

/returns/settings

Your return policy, applied in the POS, on Sell › Sell return and in the SmartPOS Business app.

Online returns have their own rules in Website › Returns & refunds › Policy.

Exchange a size

1. Find the sale in Sell › All sales (or Recent Transactions in the POS) and choose Sell Return.
2. Enter Return Quantity for the item that comes back and pick a reason such as Wrong size.
3. Choose Exchange as the outcome and save. The value goes on the customer’s store credit and the item goes back into stock.
4. In the POS, add the new size for the same customer and pay with Store credit. Any difference is paid as usual.

/sell-return/add/{id}

Enter how many of each item came back. Totals update as you type.

Caution

Store credit and exchanges need a named customer. If the original sale was to Walk-In Customer, add the customer before you choose the outcome, or issue a gift card.

Gift cards

With Gift cards switched on, sell cards in Sell › Gift cards › Sell gift card, give a gift card as a return outcome, and accept cards at the POS payment with Check to see the balance. Steps: Gift cards and store credit.

Check what comes back

Reports › Returned items groups returns by Product, Reason or Outcome. If one dress keeps coming back as Wrong size, check its size chart (step 3).

Next: step 6: seasonal discounts.

Returns and refunds

Returns & gift cards module

Reward points