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Resuming a held sale
Resuming a held sale
To resume processing a previously held sale:
A sale may have been put on hold due to an interruption in the normal sales process. For example, a customer may have to go out to their car to get their purse. Putting the sale on hold enables other customers to be served in the meantime.
- Open the New Sale window. See Using the Sales Entry window.
The New Sale window is displayed.
Note: If your organisation is configured to prompt for customer information at the end of a sale, open the Sales Entry window instead. See Synergetic Financial Configuration - Business Units tab in the Finance manual. - Click
The Resume Held Sale window is displayed. . - Select the operator, if the previous sale was not processed from your user id.
- If required, select the Workstation the sale was originally processed on, to filter the sales further.
- If required, select Sort by Sale Date to change from the default view.
- Select the sale to update.
- Click
The Sales Entry window is displayed. . - Update the sales entry, as required. See Using the Sales Entry window.
Resume Held Sale window - key fields and buttons
Fields
Field | Description |
---|---|
Operator | Person who entered the sale. Defaults to your user id. |
Workstation | POS workstation that the sale was performed from. |
Sort by Sale Date | View previous sales based on the sale date. |
Sort by Sale Creation Date | View previous sales based on the date the sale was entered in Synergetic. |
Buttons
Button | Description |
---|---|
Preview the sales docket in Crystal Reports. |
, multiple selections available,
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