Hold goods for a customer at the POS

A hold sets goods aside for one customer. The goods leave the shelf and wait, so nobody else can buy them, until the customer comes back or you release them.

This is not the Hold button under the order, which only parks a sale while you serve the next customer.

Before you start

Your role needs the Hold Stock for Customers permission.
The owner sets how long a hold lasts in Settings & Configurations, on the POS tab.

The owner sets how long a hold lasts on the POS tab of the settings.

Step 1. Put the goods in the order

Open the POS and add the item to the order, with the quantity the customer wants kept.

Step 2. Press Hold for a customer

Under the item's name in the order, press Hold for a customer. The window Hold goods for a customer says how many leave the shelf now.

Hold for a customer sits under the item's name in the order.

Step 3. Write who it is for

Type the Customer name. Add the Phone and a Note if you want. Press Hold for customer.

Type who the goods are for. The phone and a note are optional.

You see Goods held for the customer. and the item leaves the order.

Step 4. See what is held

Press Holds in the register bar. Held for customers lists the holds at this branch. Each one shows when it goes back to the shelf by itself, or No time limit: stays held until released.

Holds lists what is held at this branch, when it goes back to the shelf, and Sell or Release on each.

Step 5. Sell it when the customer comes

Clear the order on the counter first. In the holds list, press Sell. The payment window opens for the held goods. Take the payment as usual.

If you see Finish or clear the sale on the counter first., finish or clear the current sale, then press Sell again.

Step 6. Release it

If the customer does not come, press Release. You see Hold released. The goods are back on the shelf. Releasing a hold someone else made may ask for a supervisor's PIN.

Result

Held goods are kept for the customer and not sold to anyone else. When you sell or release them, the list updates and your stock shows the change.

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