Trade-ins

A trade-in lets a customer put their old device toward what they owe. It's recorded exactly like buying a device, with their ID, signature and the hold, and its value, plus your store credit bonus, is paid straight onto the invoice.

You can take a trade-in if you can both buy devices and take payments: owners, managers and the front desk. The invoice needs a customer on it and money owing.

Take a trade-in

1. Open Take payment on the invoice, or at the register in Sales. See Take a payment.
2. Select Trade in a device toward this.
3. Fill in the device, its condition and the stolen-phone check, as for any buy.
4. The seller is the invoice's customer. Add their ID and description, and tick the two confirmations.
5. Enter the Offer. Paid by is set to the trade-in, with your bonus shown beside it.
6. Have the customer sign on screen.
7. Select the button, which reads like Trade in for $132.00 off INV-….

You're taken back to the invoice, and the confirmation offers Print hold tag for the device.

How the value is paid

The offer plus your store credit bonus becomes store credit for the customer, and it's paid on the invoice as a store credit payment marked Trade-in B-….

For example, with a 10% bonus, a $120 offer is worth $132. On an invoice with $200 owing, $132 comes off and $68 is left to pay. If the trade-in is worth more than what's owing, the rest stays on the customer's account as store credit for next time.

The panel beside the form shows how much comes off and what's left, before you commit.

After the trade-in

The device joins Used devices on hold, like any bought device, and the trade-in shows in the buy log with the invoice it went toward. A trade-in keeps its price, since the credit has been spent, so check the offer before the customer signs.