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POS Exchange Orders

An exchange is the middle path between a sale and a refund: the customer returns an item and walks out with a different one. Exchange Orders lists every swap processed at your registers, with the returned items, the replacement items, and any price difference settled - all linked back to the original sale.

Menu path: Sales > POS > Exchange Orders

URL: https://my.ososs.com/dashboard/pos/exchange-orders

Screenshot from the live OSOSS Dashboard
Note: This feature is a Marketplace add-on. Activate it from Settings > Marketplace before it appears in your dashboard - subscription fees may apply depending on your plan.

How exchanges work

Exchanges are processed by the cashier on the register app - the customer presents the item, the cashier pulls up the original sale, takes the return, and rings up the replacement in one operation. The result is an exchange document that appears in this dashboard list automatically.

An exchange touches three things at once:

AspectWhat happens
StockThe returned item goes back to inventory; the replacement item goes out
MoneyIf the replacement costs more, the customer pays the difference; if less, the difference is returned
RecordsThe exchange document links to the original order, so history stays auditable
Note: Compared with processing a refund and a fresh sale separately, an exchange keeps the two halves tied together in one document - which makes reconciliation and customer-history review much cleaner.

Reading the list

The list is browse-and-review: use the quick tools shared across OSOSS lists - manage columns (the icon at the right of the header row), saved filters, focus mode, and rows-per-page with a page jumper - to shape the view. Filter by date range or branch to review exchange activity for a shift, a week, or a location.

Review exchange activity

  1. Go to Sales > POS > Exchange Orders.
  2. Filter to the period and branch you care about.
  3. Scan for patterns: the same product being exchanged repeatedly often points to a sizing, quality, or listing problem rather than customer whim.
  4. Open any record to see the returned and replacement items and the settled difference.
Tip: Review exchanges alongside Refunded Orders. If customers exchange a product more than they refund it, the product is fine but something about its presentation - size guide, photo, shelf label - is misleading them.

Export the current view

  1. Apply your filters and select the columns you want (manage columns).
  2. Press Export All - the export respects your current filters and column selection.

Exports are useful for monthly product-quality reviews: a spreadsheet of one month's exchanges, grouped by product, tells you exactly where to look.

What you can do on this page

Every action on this page, step by step. What you see depends on your role, so a control your account is not set up for simply does not appear.

Export the list

  1. Filter and choose your columns first - the export mirrors exactly what is on screen, not the whole table.
  2. Click Export All.
  3. The file downloads as a spreadsheet: one row per record, your visible columns in your order.

Full reference

Every option and control on this page, at a glance.

Standard list tools

Every list page in OSOSS shares these controls: