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Retrieve a Saved Sale

To retrieve a Pending Sale, log in to the sales screen and press the Pending Sale button without adding any items to the sale.

The Pending Sale screen will open and show a list of all the saved sales from all terminals.

You can filter and search for Pending Sales using the following options:

Search For:

Code - Enter a Pending Sale Code to display any Pending Sales that match the entered code.

Clerk Name - Enter the Clerk Name to view any Pending Sales saved by the entered Clerk Name.

Clerk Code - Enter the Clerk Code to view any Pending Sales saved by the entered Clerk Code.

Name - Enter the Customer Name to view any Pending Sales that contain the entered Customer Name.

Status:

ALL - This will display all Status types

Status 1 - This will display sales that have a Sales Type Status 1.

Status 2 - This will display sales that have a Sales Type Status 2.

Status 3 - This will display sales that have a Sales Type Status 3.

Status 4 - This will display sales that have a Sales Type Status 4.

Status 5 - This will display sales that have a Sales Type Status 5.

Status 6 - This will display sales that have a Sales Type Status 6.

Status 7 - This will display sales that have a Sales Type Status 7.

Status 8 - This will display sales that have a Sales Type Status 8.

Status 9 - This will display sales that have a Sales Type Status 9.

Date Filter:

The Date Filter can be used to display Pending Sales that have an Order Date which falls within the range of the selected Date Range.

The following Date Ranges can be selected from the Date Filter dropdown box:

• Today - Current Date 00:00:00 to Current Date 23:59:59.
• Yesterday - Yesterday's Date 00:00:00 to Yesterday's Date 23:59:59.
• Hour to Date - Today's Date Current Hour to Today's Date 23:59:59.
• Week to Date - First Day of current week 00:00:00 to Today's Date 23:59:59.
• Month to Date - First Day of current month 00:00:00 to Today's Date 23:59:59.
• Year to Date - First Day of current year 00:00:00 to Today's Date 23:59:59.
• Financial Year to Date - First Day of current Financial Year 00:00:00 to Today's Date 23:59:59.
• Last Hour - Today's Date Last Hour:00:00 to Today's Date Last Hour:59:59.
• Last Week - First Day of last week 00:00:00 to Last Day of last week 23:59:59.
• Last Two Weeks - First Day of two weeks ago 00:00:00 to Last Day of last week 23:59:59.
• Last Month - First Day of Last Month 00:00:00 to Last Day of Last Month 23:59:59.
• Last Year - First Day of Last Year 00:00:00 to Last Day of Last Year 23:59:59.
• Last Financial Year - First Day of Last Financial Year 00:00:00 to Last Day of Last Financial Year 23:59:59.
• All Dates - Pending Sales that were saved on any date.
• Custom Date - A Custom Date and Time can be specified in the From/To.
• Session 1 - Session 5 - There are five Session slots (Session 1 to Session 5). Each Session slot can have a Session Name and Start Time/End Time. These Sessions are configured in Back Office > Setup > Global Options > Restaurant > Sessions. Session slots which are blank in Global Options are not shown. When these sessions are selected from the Date Range filter, any Pending Sales that took place during the session will be displayed. The Idealpos Demo Database contains three pre-configured Sessions of Brekky (5:00 to 10:00), Lunch (10:00 to 15:00) and Dinner (15:00 to 23:00).
• Tomorrow - Tomorrow's Date 00:00:00 to Tomorrow's Date 23:59:59.
• This Week - This Week's Start Date 00:00:00 to This Week's End Date 23:59:59.
• Next Week - Next Week's Start Date 00:00:00 to Next Week's End Date 23:59:59.
• This Month - This Month's First Date 00:00:00 to This Month's Last Date 23:59:59.
• Next Month - Next Month's First Date 00:00:00 to Next Month's Last Date 23:59:59.
• This Year - This Year's First Date 00:00:00 to Next Year's First Date 00:00:00.

Pending Sale list:

The list of pending sales can be sorted by any one of the headings by clicking on the header. 

To reverse the sort, simply click on the header again.

Clicking on a pending sale will display its contents on the right hand side.

Once you have found the sale you require, you can perform the following actions using the buttons at the bottom of the screen:

Windows Print – This button will print the pending sale out to the default Windows printer.

The Windows Print of the Pending Sale will contain the following details:

• The venue's details on the top-left corner (Address, Phone, Other, Email) - These details are retrieved from Setup > POS Terminals > Modify > Main Settings > Address, Email, Phone, ABN.
• The customer's details shown at the top of the Pending Sale - These details are retrieved from the customer's record in File > Customers > Customers > Select Customer > Modify:
• Customer's Name, Customer's Company Name, Customer's Address, Customer's Phone Number (if Phone Number and Mobile exist, Mobile takes priority), Email.
• Stock Items in the Pending Sale and their quantities, Unit Price, Amount, and the Total amount for the Pending Sale.

 

The below is an example of a Pending Sale

 

Transfer to Table – This button will allow you to transfer the Pending Sale to a table. After the Pending Sale is transferred to a Table, it will be removed from the list of Pending Sales.

Pressing the Transfer to Table button will trigger a confirmation prompt "Are you sure you wish to Transfer to a Table?".

 

 

Pressing "Yes" will trigger the Table Map to be displayed, enabling the selection of a table to transfer the Pending Sale to.

 

 

If the Yes/No Option Prompt for Covers is enabled, the Covers prompt will be displayed.

If required, amend the number of covers using the on-screen numeric keypad and press "OK".

 

 

The Table Details window will appear with the items that have been transferred from the Pending Sale.

 

Email - This button will allow you to email the Pending Sale. Idealpos will need to be configured to send emails before using this option. Email Settings are configured in Back Office > Setup > Global Options > Other Options > Email Settings.

Pressing the Email button will trigger an Email window to appear, which will be pre-populated using the customer's email address, the Subject line will be pre-populated with the venue's name, followed by the number of the Order.

 

 

After the email is sent, a confirmation prompt "Email was sent successfully" is displayed.

 

 

The customer will receive a copy of the email which will include an attached PDF file of the Pending Sale (the appearance of the PDF is the same as the Windows Print of the Pending Sale - Refer to the Windows Print option above for an example).

Kitchen Reprint - This button will Reprint the order to the Kitchen (this is provided that the Pending Sale contains items which are configured to print to Kitchen Printers).

After the Kitchen Reprint button is pressed, any Stock Items that are configured to print to the Kitchen Printers will be reprinted to the Kitchen.

The below is an example of a Kitchen Reprint.

 

Modify – This button will bring up the Save Pending Sale screen which allows you to edit the details of the Pending Sale such as the category, or name and address.

Pressing the "Modify" button will display the "Save Pending Sale" window, which can be used to modify the details of the Pending Sale.

 

Delete – This button will delete the Pending Sale.

Pressing the "Delete" button will trigger a confirmation prompt "Are you sure you wish to Delete?".

 

Print – This button will print the pending sale to the receipt printer. This is not a tax invoice, but can act like a quotation.

Pressing the "Print" button will trigger a printout of the Pending Sale to be printed to the Receipt Printer.

 

OK – This button will send the Pending Sale to the POS screen, ready for adding items or finalising.

After the "OK" button is pressed, the Pending Sale will appear on the POS Screen, ready for adding items or finalising.

 

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