We’re having a bit of a conundrum here. When you have an existing club order and process an exchange in the TR, the order type of the order created for the exchange is also set to club order.
And, the inventory that the exchange is pulled from is the TR pool.
That seems right, but there are side effects that have me crossed up:
The exchange sale does not show up on the Daily Activity report for the day. We reconcile the wine count at the end of day using the sales on the daily activity report. When we do exchanges the count is off.
Any other items purchased on the exchange will also go into club orders, so that when I do an Inventory Sold report on the TR, that will also be off.
I haven’t yet tested this but I also suspect that if the exchange order is paid for in cash, the cash sales reported in the Daily Activity (based on the TR order type) will be off since that cash goes into the club order type.
Since the exchange order occurs in the TR I think it should be the TR order type so that the sales activity matches the inventory activity. @SarahBarwin?