15 Pre-Sale Transactions

A Pre-Sale Transaction is typically performed when a customer wants to purchase an item that is not currently available for sale in the store. Pre-sale transactions have the following requirements:

• The transaction must be associated with a customer.

• The transaction must be paid in full at setup.

• Only items on file can be added to the transaction.

• All Pre-Sale items must be picked up at the same time, partial pickups are not allowed.

• Pre-Sale accounts cannot be canceled if the customer is not present.

Create a Pre-Sale

To create a pre-sale:

1. Click Extended Transaction.

   Figure 15-1 Extended Transaction Menu Buttons

   
   

2. Click Pre-Sale.

   The window that opens will depend upon whether a customer is associated with the transaction and, if so, whether that customer has any existing pre-sales accounts.

3. Click Set Up New.

   • If no customer is associated with the transaction, continue with Step 4.

   • If a customer is associated with the transaction, continue with Step 5.

4. If necessary, associate a customer with the transaction. See Associate a Customer with a Transaction.

5. Add items to the transaction. See Entering Items.

   Figure 15-2 Pre-Sale Screen

   
   

6. When you are done creating the pre-sale:

   • Click Exit Pre-Sale to perform other actions in the transaction.

   • Click Complete Transaction to tender the transaction. See Tendering a Transaction for more information.

   Xstore Point of Service prompts for the deposit amount.

7. Press Enter to confirm the deposit amount.

   
   

   Note: Pre-sale items must be paid in full at setup. You cannot change the deposit amount.

   
   

   Continue the transaction.

Open a Pre-Sale

To search for and open an existing pre-sale:

1. Click Extended Transaction.

2. Click Pre-Sale.

   • If a customer is not associated with the transaction, continue with Step 4.

   • If a customer is associated with the transaction, but does not have any open pre-sales, continue with Step 3.

   • If a customer is associated with the transaction and has open pre-sales, continue with Step 6.

3. Click Search.

4. Enter the search criteria:

   • Account ID - The pre-sale account identifier.

   • Last Name - The pre-sale account owner's last name.

   • First Name - The pre-sale account owner's first name.

   • Customer ID - The pre-sale account owner's customer Id.

   • Phone # - The pre-sale account owner's phone number.\

5. Click Process.

   • If Xstore Point of Service displays a list of pre-sales that match the entered criteria, continue with Step 6.

   • If Xstore Point of Service does not find any pre-sales that match the entered criteria, go to Step 3 to perform another search.

6. Select the pre-sale:

   • Click the pre-sale.

   • Use the up and down arrows to highlight the correct pre-sale, then press the Spacebar.

7. Click OK.

   The pre-sale opens. Continue with the appropriate procedure:

   • Pick Up Pre-sale Items

   • Cancel a Pre-sale

Pick Up Pre-sale Items

To pick up items in a pre-sale:

1. Open a Pre-Sale.

2. Click Pick Up Item.

   
   

   Note: Partial pickups are not permitted for pre-sales.

   
   

3. If necessary, click Yes to confirm that all items should be picked up.

   All items in the pre-sale are listed as Picked Up.

4. Continue the transaction:

   • Click Exit Pre-Sale to perform other actions in the transaction.

   • Click Complete Transaction to tender the transaction. See Tendering a Transaction for more information.

Cancel a Pre-sale

To cancel a pre-sale:

1. Open a Pre-Sale.

2. Click Cancel Pre-Sale.

3. If necessary, click Yes to confirm that the pre-sale should be cancelled.

4. Indicate whether the customer is present:

   • Click Yes if the customer is present.

     A refund for the pre-sale is applied to the transaction. Xstore Point of Service returns to the sale screen.

   • Click No if the customer is not present. Xstore Point of Service returns to the pre-sale screen and the pre-sale is not cancelled.