17 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:
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The transaction must be associated with a customer.
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The transaction must be paid in full at setup.
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Only items on file can be added to the transaction.
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All Pre-Sale items must be picked up at the same time, partial pickups are not allowed.
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Pre-Sale accounts cannot be canceled if the customer is not present.
Create a Pre-Sale
To create a pre-sale:
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Click Extended Transaction.
Figure 17-1 Extended Transaction Menu Buttons
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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.
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Click Set Up New.
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If necessary, associate a customer with the transaction. See Associate a Customer with a Transaction.
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Add items to the transaction. See Entering Items.
Figure 17-2 Pre-Sale Screen
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When you are done creating the pre-sale:
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Click Exit Pre-Sale to perform other actions in the transaction.
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Click Complete Transaction to tender the transaction. See Tendering a Transaction for more information.
Xstore Point of Service prompts for the deposit amount.
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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:
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Click Extended Transaction.
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Click Pre-Sale.
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Click Search.
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Enter the search criteria:
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Account ID - The pre-sale account identifier.
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Last Name - The pre-sale account owner's last name.
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First Name - The pre-sale account owner's first name.
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Customer ID - The pre-sale account owner's customer Id.
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Phone # - The pre-sale account owner's phone number.\
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Click Process.
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Select the pre-sale:
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Click the pre-sale.
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Use the up and down arrows to highlight the correct pre-sale, then press the Spacebar.
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Click OK.
The pre-sale opens. Continue with the appropriate procedure:
Pick Up Pre-sale Items
To pick up items in a pre-sale:
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Click Pick Up Item.
Note:
Partial pickups are not permitted for pre-sales.
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If necessary, click Yes to confirm that all items should be picked up.
All items in the pre-sale are listed as Picked Up.
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Continue the transaction:
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Click Exit Pre-Sale to perform other actions in the transaction.
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Click Complete Transaction to tender the transaction. See Tendering a Transaction for more information.
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Cancel a Pre-sale
To cancel a pre-sale:
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Click Cancel Pre-Sale.
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If necessary, click Yes to confirm that the pre-sale should be cancelled.
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Indicate whether the customer is present:
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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.
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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.
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