When a Pending Sale is saved by following the process outlined on the Saving a Sale topic, the Pending Sale is printed to the printer.
The Pending Sale can then be retrieved at a later time or date by pressing the Pending Sale button, manually selecting the Pending Sale from the list then pressing "OK".
However, if Pending Sales are frequently being retrieved, the process required to complete this task can be reduced or simplified through the use of Pending Sale Bar Codes.
When Pending Sale Bar Codes are configured, instead of pressing the Pending Sale button and searching through the list of saved Pending Sales, the Pending Sale Bar Code can be scanned instead.
After scanning the Pending Sale Bar Code, the items from the saved Pending Sale will be added to the sale.
The Pending Sale Bar Code can be scanned into an empty sale screen or a sale screen that contains items.
If scanned into a blank sale, the items from the Pending Sale will appear on the sale screen.
If the Pending Sale Bar Code is scanned into a sale that already contains items, the items from the Pending Sale will be added below the current items already in the sale.
In order to utilise this function, you will need to have a Bar Code Scanner connected to the system and a receipt printer enabled.
To configure this function, complete the steps below:
Enable Print Bar Codes on Receipts
In order to print bar codes on receipts, the Yes/No Option "Print Bar Codes on Receipts" must be enabled.
Go to: Setup > Yes/No Options > Enter Keyword Search: bar code > Enable Print Bar Codes on Receipts
Close Yes/No Options
Create/Save a Pending Sale
From the POS Screen, add items to the sale, then press the "Pending" button
If Fast Pending Sales are disabled in Yes/No Options, you will be prompted to enter the Customer Details.
Entering the Customer's details is optional, however, by doing so, you will assist any Clerks in identifying which Customer the Pending Sale was saved for.
Press "Save" to save the Pending Sale.
After pressing "Save", the Receipt Printer will produce a Pending Sale Receipt which will contain a bar code at the bottom of the receipt.
Retrieve Pending Sale by scanning Pending Sale Bar Code
The Pending Sale can be retrieved by scanning the Pending Sale Bar Code into the POS Screen.
If there are no items added to the sale, the sale will be populated with the items from the Pending Sale.
If items have already been added to the sale and the Pending Sale Bar Code is scanned, the items from the Pending Sale will be added below the items currently in the sale.
Configuring Idealpos to Retrieve Pending Sale by manually entering Pending Sale Bar Code
In the event that the Pending Sale Bar Code cannot be scanned, it can be entered manually.
In order to manually enter the Pending Sale Bar Code manually, you will need to have a POS Screen Button configured with the "Text String" function (no Automatic Text).
Create the button by going to: Setup > POS Screen > POS Screen Setup > Select POS Screen Layout > Press "Buttons" on the bottom-left corner
Select a blank/unused button and configure as below:
Once the button has been configured, close the POS Screen Layout windows.
Retrieve Pending Sale by manually entering Pending Sale Bar Code
From the Back-Office Dashboard, Open the POS Screen.
Either in a new sale or sale which currently contains items, click on the button to Enter Text String.
If entering the Pending Sale Code in a new sale, the items from the Pending Sale will be added to the sale.
If entering the Pending Sale Code into an existing sale, the items from the Pending Sale will be added below the current items in the sale.
After pressing the Enter Text String button, the On-Screen Keyboard will appear.
Enter the Pending Sale Code using the following format:
P[PendingSaleCode]-1
If the Pending Sale Code is 127, the Pending Sale Code will need to be entered as:
P127-1
Once the Pending Sale Code has been entered using the on-screen keyboard, press the "ENTER" button.
The Pending Sale Code will be added to the Sale.
Finally, press the "ENTER" button on the POS Screen to add the Items from the entered Pending Sale Code.
The Pending Sale will be retrieved and the items from the Pending Sale will be added to the sale.
