Use Exchange Mobile when the customer gives one device and receives another. Confirm both device values, the customer details and the settlement difference before saving.
Before you start
- Identify the device coming in and the device going out before starting the exchange.
- Check the customer record and any existing invoice history that supports the exchange.
- Know how the price difference will be settled before finalizing the transaction.
Step-by-step guide
- Open Exchange Mobile and capture the incoming device details together with the outgoing replacement item.
- Review the trade-in value, selling value and any extra payment or refund that results from the exchange.
- Confirm customer information, payment handling and device identifiers before saving.
- Complete the exchange and open the saved transaction if you need to print or re-check the final details.
How to confirm it worked
- Both incoming and outgoing device records are visible in the saved exchange transaction.
- The settlement difference matches what the customer actually paid or received.
- Serialized device history remains traceable after the exchange.
Common mistakes
- Running the exchange in standard POS when the transaction needs trade-in logic.
- Leaving the incoming device details incomplete.
- Saving the exchange before confirming the price difference and payment direction.
Do this in Cellivo
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More answers
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