In Smart145, exchanges can be processed through two dedicated modules: Exchanges Owed, for purchases, and Exchanges Due, for sales.
If the exchange is managed through a Repair Order, follow the steps below to maintain proper part traceability:
- Upon receiving the part, select the “P/N Mod To” checkbox if the received item has a different part number (P/N).
- If the part number remains the same, simply record it using the corresponding serial number (S/N).
- For clarity, it’s recommended to add a note indicating that the transaction was an exchange before saving the item into stock.
