How to Hold and Resume (Unhold) a Sale

How to Hold and Resume (Unhold) a Sale

The Hold feature lets you temporarily pause a sale so you can serve another customer, then come back to the original sale when you're ready.

Common Scenarios

• A customer forgot their wallet and needs to go to their car
• A customer wants to add something and needs to go back to the store floor
• You need to price-check an item before continuing
• The customer steps away to take a phone call

How to Hold (Pause) a Sale

Standard POS:

1. During an active sale with items in the grid, click the Hold button (or press Ctrl+H or F6)
2. If no customer is attached, a dialog asks you to enter a name for the held sale (so you can find it later)
3. The sale is saved with an "On Hold" status
4. The screen clears and you can start a new sale for the next customer

Compact POS:

1. Click the Hold button in the action grid
2. Enter a name if prompted
3. The sale is held

How to Resume (Unhold) a Sale

Standard POS:

1. When the original customer returns, click the Unhold button (or press Ctrl+U or F7)
2. A dialog shows all sales currently on hold at your location
3. Select the sale you want to resume
4. The sale loads back into the POS grid with all items and prices intact
5. Continue the sale as normal (add more items, process payment, etc.)

Compact POS:

1. Click the Unhold button in the action grid
2. Select the held sale from the list
3. Continue the sale

Manager Authorization

If the "Hold/Unhold Requires Manager Authorization" setting is enabled in Machine Settings:

• A Manager Authorization dialog appears when you try to hold or unhold a sale
• A manager must enter their credentials to approve the action
• This prevents unauthorized use of the hold feature

Rules and Limitations

• You can only hold a sale that has items in the grid
• You cannot hold a sale that already has payments applied — the customer must either complete the payment or the payments must be voided first
• You need the Hold Transaction permission
• Multiple sales can be on hold at the same time
• Held sales remain available until they are resumed or cancelled
• The Hold button is disabled when the grid is empty
• The Unhold button is disabled when there are items in the grid (you must start with an empty sale to resume a held one)

Tips

• Always attach a customer or enter a descriptive name when holding a sale — this makes it much easier to find later
• Held sales are visible to all POS users at the same location
• If a held sale is no longer needed, you can resume it and then cancel it