Item Type

The Item Type field indicates whether the item is being ordered, sold, or returned. The default Item Type is "Sale." Users with the required security permission can change an item's type at POS. There are two methods for changing item type. You can select an item, click the Item Type button, and then select the desired Item Type in the dialog. This changes the Item Type for only the selected item.    Another method is to click the "Sale", "Order", or "Return" buttons on the grid form. All subsequent items listed on the transaction are listed as that type.    

Item Type dialog

Change Item Type of Single Item

1. Start a new transaction and list the item(s).    
2. Select an item and touch or click the Item Type button.    
3. Select the desired Item Type: Return, Order, or Sale. Note: Send Sale is a special item type that requires separate configuration.     
4. (Optional) Select the Apply to all items checkbox to apply the change to all items on the transaction.    
5. Complete the rest of the transaction and tender.    

Change Item Type for All Items
Select the Apply to all Items checkbox to apply the change in Item Type to all items on the transaction. Note: If the preference "Restrict Transactions to single item type" is selected, then the Apply to all items check box is selected and cannot be cleared.

Change Item Type at Transaction Level
Use this method when multiple items are being returned or ordered. This method saves the time of changing the item type for each individual item.

1. Start a new transaction and then click the button for the desired Item Type: Sale, Return or Order    
2. List the items.    

Preferences Related to Changing Item Type
If the "Restrict Transactions to Single Item Type is selected, then any change to item type will apply to all items on the transaction. The Default Item Type is set to sale; however, this can be changed in Preferences & Settings >Transactions > General.

Changing Item Type to Return
When changing an item's type to Return, users have the choice of simply changing the item type or of changing the item type and searching for the original sale transaction.