When You Can Use It
You can use Swap a Bag when:
The sale is a cash sale
The sale is an Individual or Storefront sale
The sale has not been refunded
Even if cash to credit has been done on the cash sale
Great for reconciling inventory at the end of your storefront.
Note: If you know the exact sale the error was made on and it is a credit card sale, you will not be able to Swap a Bag, however, you would have the option to find a Cash sale with the same product in it to swap. If there are no cash sales with the product, then we recommend adjusting inventory. See My System Inventory Does Not Match What I Have on Hand. What Can I Do?
How It Works
Swap a Bag allows you to move quantity from one product to another on the same sale.
For example, if a sale was recorded as 3 bags of Product A but should have been 2 bags of Product A and 1 bag of Product B, you can adjust the quantities instead of creating a new sale.
Rules to know:
The total quantity on the sale must stay the same
You must decrease one product before increasing another
You can move quantity to a product that was not originally listed on the sale
Products reduced to 0 quantity remain on the sale record for traceability
A Note About Pricing
If you swap between products with different prices, the order total may change.
When that happens, the system automatically creates a cash adjustment so your recorded cash stays accurate.
For example:
Swapping a $25 item for a $20 item creates a +$5 cash adjustment
Swapping a $20 item for a $25 item creates a -$5 cash adjustment
Note: Heroes and Helpers® items cannot be adjusted using Swap a Bag. Those quantities stay locked.
How to Update a Sale
Open the sale details
Select Edit Sale under the three-dot menu or by selecting the pencil icon
Adjust product quantities
Keep the total quantity the same
Select Save Changes
Why This Feature Helps
Swap a Bag makes it easier to:
Correct product mistakes, even after cash to credit has been done
Keep inventory accurate
Avoid refunding and recreating cash sales
Preserve a clear sales record