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Retrieving sales through the sales history

Open sales can be retrieved from the sales history and continued on the sell screen.

There are three types of sales that you can retrieve and continue:

Retrieve a parked sale

1. Navigate to Sell > Sales history.

2. Click the Continue sales tab.

Sales-History-Continue-Sale.png

3. Next, Select Parked from the Status drop-down and click the search button. This will filter your list of sales by Parked only. 

Parked-Sales-Search.png

4. Locate your sale from the list of parked sales below and click the continue sale icon.

Parked-Sales-History.png

5. The sale will load on the sell screen where you can continue processing it as normal.

Retrieve an on account sale

  Important

You will not be able to remove items from an account sale or cancel an account sale in progress. If you are using the Xero integration, it is also important to not add additional items to an existing sale, as the invoice in Xero will not be updated.

1. Navigate to Sell > Sales history.

2. Click the Continue sales tab.

Sales-History-Continue-Sale.png

3. Next, Select On account from the Status drop-down and click the search button. This will filter your list of sales by On Account only.

On-Account-Sales-History.png

4. Locate your sale from the list of On Account sales below and click the Continue Sale icon.

On-Account-Parked.png

5. The sale will load on the sell screen and you can then take payment by clicking the Pay button.

If the customer is not paying the sale off entirely, take the payment and click the On account button to put the sale back onto on account. Issue the customer with an updated receipt for their sale.

Retrieve a layby sale

1. Navigate to Sell > Sales history.

2. Click the Continue sales tab.

Sales-History-Continue-Sale.png

3. Next, select Layby from the Status drop-down and click the search button. This will filter your list of sales by layby only.

Layby-Sales-History.png

4. Locate your sale from the list of layby sales below and click the continue sale icon.

Layby-Detail.png

5. The sale will load on the sell screen and you can then take payment by clicking the Pay button.

If the customer is paying off the sale entirely, you will need to give them the items in the layby and a final, updated receipt.

If the customer is not paying off the sale entirely, click the Layby button to put the remaining balance back onto layby.

For more information on Layby sales and how they work in Retail POS, check out this article here.

  Important

You can only retrieve and continue a sale if you are logged into the outlet that the sale was first initiated in.

For example, if a sale was parked at the Melbourne outlet you will not be able to continue this sale from the Auckland outlet.

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