Placing a Sale or Order On-Hold
A customer might want to place a sale on-hold for many reasons. Maybe they need to wait in order to pay for the item or they stepped out of line to shop for a different item. Regardless, putting a sale or order on-hold is easy to do in Artisan.
At the payment screen, you can collect money first (the whole amount or whatever amount they’ll put down as a deposit) then select “Hold,” or press “Hold” without collecting any money, depending on the situation.
On-Hold Sales and Orders List
To find your list of on-hold sales and orders, head to “Order Status” in the “Main Menu” and “On-Hold Sales & Orders.”
Select if you want to view transaction summaries or individual line items.
The list includes sales slip number, date, sale type, status, and amount. You can also add additional fields, such as “Amount Paid,” by clicking on “Configure Columns.”
Once the sale is ready to be paid or delivered, press “Enter.”
Click “Pay” if the amount still needs to be paid. Press “Finalize” to accept the money.
In this example, the customer already paid the total balance, so we’ll just click “Finalize” and process the payment.