Point of Sale transactions can be placed on hold for completion at a later date. This is useful when you're selling several items through POS and the customer realizes they forgot their wallet or want to continue shopping. Rather than cancel the sale, just place it on hold. You can pull the transaction back up once the customer is ready to complete the purchase.
To place a POS transaction on hold, click the Cancel/HOLD button within the POS transaction and select Hold Transaction.
To view a list of all POS transactions on hold, login to POS and click On Hold Trxs. The Search By pull down defaults to the logged in user's name, so you may need to select All Employees. Highlight the order and click Select. Evosus takes you straight to the items screen of the new POS transaction so you can continue the order.
- Discounts, taxes and special pricing are not saved for On Hold transactions. This is done for several reasons, but primarily because a transaction can be on hold for several days during which pricing changes, tax rates change and sales promotions end. Customer, sales person, comments and items are saved.
By default, POS On Hold transactions are automatically canceled after 1 day. To edit the number of days before canceling on hold transactions, go to Administration>System>Evosus Defaults>System Parameters. Select the Point of Sale Parameter and change the "Delete POS Hold Transactions Not Used" number to the desired number of days.
Security Permissions Required
|Point of Sale
- POS Cancelled Transactions (Administration>Reports>Sales>Orders and Invoices>POS Cancelled Transactions) - View all POS transactions cancelled before being saved to the database or after being saved to the database.
- Cash Drawer Activity (Administration>Reports>Accounting>Banking>Cash Drawer Activity Report) - Detailed view of customer payments made for a specific date range.
Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.
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