Exchange Products

To exchange products, they need to be loaned and borrowed simultaneously; otherwise, one of the other methods should be used (Loan or Borrow, as shown in the diagram below).

Loan		The product is being removed from your current inventory.
Borrow		The product is being added to your current inventory.
Exchange		Products are both being added and removed from your current inventory.

1. From the Product menu, select  Loan/Borrow & Exchanges (or from Products - Inventory group on the main toolbar, click Loan/Borrow).
2. From the toolbar click  Exchange.
3. From the Exchange with field, select to select a contact, or if you've never exchanged product with them, type their name in the field.
4. If necessary, change the date from the Date field.
5. Add an item by typing a partial part number or description of the item in the Description field. The Part # field can be used as well, but the exact part number must be used. Alternatively, click  Lookup...  to search for the item.
6. For each row added, using the table from above as a reference, select either In or Out.
7. Optionally, click   Note...    to add a note, and in the Print Copies field, enter the number of copies you'd like printed.
8. Ensure that there is not a retail variance (total is 0.00), then click   OK   to process the exchange.

Tip: If there is a retail variance, the difference can then be added as an entry in expenses.