EPOS KNOWLEDGE BASE

How to hold & retrieve sales

POSTED ON  BY NICHOLAS TEN

 

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Follow the steps below on how to hold sale(s) and retrieve sale(s)

Users are able to hold/park sales aside during operations when customers are not planning to checkout immediately. Subsequently, users can retrieve the order to proceed with checkout.

Hold sale

  1. At the Sales Screen, click on the Order Menu located at the top right corner.
  2. Click on Hold Sale, the sales order will be parked aside.

Retrieve order

  1. At the Sales Screen, click on the Order Menu located at the top right corner
  2. At the Order Menu, click on Retrieve Order
  3. Users can look for the held orders from the list of orders. Click on the order to retrieve
  4. The order will be added to the order cart. Users can proceed to checkout as usual

To prevent any mistakes in clearing orders when a cashier logs out of the POS, users can turn on the configuration for orders to be automatically put on hold. 

From the Backend Portal: 

From the backend, users can navigate to the Table Management Configuration for the desired outlet. 

Users can click on the “Edit Configs” button for a configuration pop-up. 

In the Configuration Pop-up, users can toggle the “Auto Hold Order” configuration on/off and save the changes made. 

On the POS:

Cashiers can prevent mistakes of clearing orders when the configuration for orders to be automatically put on hold is turned ON in the backend. 

When a user logs out of the POS and there is a table tagged to the order, the current order will be automatically put on hold. 

When the user logs back into the POS, they can navigate to the ‘Retrieve Order’ view. 

In the ‘Retrieve Order’ view, the user can click on the order that was being made right before logging out of the POS and retrieve it.