Holding a Sale and Deposit on a Sale

Sales can be held for the following reasons;

• A Deposit payment only has been put on a sale that will later be completed.
• Sometimes customers forget their wallet or need to go back to the store to grab a forgotten item.
• Orders for later pickup/delivery are phoned or emailed in.
• A quote is made and saved for a later sale.

Putting a Deposit on a Sale.

This operation combines a customer entry with the 'Hold Sale' process, the Hold is automatic when a Deposit is placed on a Sale. The Steps involved are:

• Add a Customer into the sale at any point in the sale.
• Touch the 'Options - Sale Deposit' Button

• Using the Touch Key pad, enter the Deposit amount that the customer is leaving with you to hold the sale.

• Press Enter to complete the payment and see the Payment screens.
• Make a payment for the Deposit to Cash, Debit Charge etc..

• The Sale is then held automatically in that customer's name and receipts are issued for the Held Sale and Deposit information.
• If an Inquiry is made on any PLU while it is on a sale held under a Deposit, then the Inquiry will show the physical quantity On Hand of the item and the quantity commited to sell (Held) on Deposit Sales.
• Subtracting the two figures will give the stock available for sale. 
• A held sale with a deposit is Held in the System indefinitely or until recalled then Sold or Voided.

• The Back Office server must be running at intervals for these figures to be kept updated on each lane in the system and in the Back Office.
• In the Back Office, a report is available showing all sales held on a Deposit up to the time of the last update. (Store - Sales Journal - Sales Reports - 'Items Held By Deposit')

  

When the Customer returns to pick up the merchandise and pay in full:

• Enter the Customer in the Sale FIRST.

• Touch 'Recall Sale' and the sale(s) held for that customer ONLY on a deposit will be listed.
• Touch the correct Sale Record to retrieve the sale. (The customer should produce their original receipt as a security check.)

• The Sale will show the original sale with the Deposit amount deducted.

• Further items may be added to the sale at this point in time.
• Pay the balance of the sale on Cash, Debit etc and close the sale as normal.

Holding a Sale for any other reason

Any sale regardless of status, can be held for any other reason for later retrieval unless the payment is completed fully.

• A held sale should be retrieved and voided if not completed.
• If automatic receipts are turned ON (in the Receipts section) then a slip detailing the held items will printed when the sale holds.
• Held Sales remain available for two business days, then the system automatically voids them.
• Sales printed as a quote remain on the system for a month.
• Sales with a Voice Authorized credit card payment can only be Authorized OR Sale Voided when retrieved.
• Held sales do not form part of a Cash Out financial report on the lane, or appear in the Back Office Electronic Journal until they are sold or voided.
• If a Sale is held on a Lane, in a multiple lane store, when the Back Office polls, the sale is distributed as available on all the other lanes.
• When a Sale is sold on another Lane it’s incidence on the original lane is removed.
  That feature relies on the Autopoll program running on the Back Office computer.
• A 'Held' Sale, when retrieved, takes on the Lane Receipt coding and Sales Person ID of the lane/Salesperson that completed the sale.

Anytime during the Sale, touch the ‘Hold Sale’ button.

• This then saves the current sale and opens a new one so that you can start with the next customer in line.
• When the original customer comes back to you, touch the ‘Recall Sale’ button to see the list of saved sales.
• The most recent is at the top of the list.

A list of saved sales will then be available to you.

• To issue a packing slip from any sale, first touching the 'Print Held Sale' button after touching one of the saved sale lines.
  This is useful to help find the  record of the sale later.
• To retrieve a sale, touch the appropriate line on the list only and the sale will resume where it left off.

• If the Print Quote function used, a quote for the sale is printed and the sale will be held in the POS system for one month.
• If the Cashier attempts to Cash Out while held sales are active, a warning will show on the Cashier screen.
• This does not interfere in any other way with the Cash Out operation.

• Inventory in saved sales is NOT deducted from the stock on hand value until the sale is retrieved and closed.
• Inventory Sold figures are NOT incremented until the Sale is retrievd and closed.