19 Hold Account Transactions

A Hold Account transaction is typically performed when customers plan to purchase merchandise but would like the store to hold the item(s) for a short period of time so they can return to the store later to complete the purchase and pick up the reserved items. You must associate a customer with the transaction to ensure they receive the reserved items once they return.

The following topics are described in this section:

• Hold Account Transactions

• Creating a New Hold Account

• Searching for a Hold Account

• Picking Up Hold Items

• Canceling a Hold Account

Hold Account Transactions

1. From the Sale screen Context Menu, select Extended Transaction.

   Figure 19-1 Handheld Sale Screen Context Menu

   

2. At the Extended Transaction menu, select the Hold option.

   Figure 19-2 Handheld Extended Transaction Options

   

   Figure 19-3 Desktop Showing Extended Transaction Menu

   

3. The next steps depend on whether a customer is associated with the current transaction:

   • If you have assigned a customer, see If a customer is associated with the transaction.

   • If you have not assigned a customer, see If a customer has not been associated with the transaction.

If a customer is associated with the transaction

When a customer has been associated with the current transaction, the system automatically searches the database to locate any open Hold accounts for this customer.

• If no Hold accounts are found, you have the following options:

  Figure 19-4 No Hold Accounts Found

  

  • Select Set Up New to create a Hold account for this customer. Continue with Creating a New Hold Account.

  • Select Back to enter new search criteria.

• If a Hold account is found, you have the following options:

  • Select Set Up New to create a new Hold account. Continue with Creating a New Hold Account.

  • Select the Hold account.

If a customer has not been associated with the transaction

When there is no customer associated with the current transaction, the Hold Customer Search form displays. Search for a customer.

Figure 19-5 Hold Account Customer Search Form

After associating a customer with the transaction, continue with Creating a New Hold Account.

Figure 19-6 Hold Account - Enter or Scan Item ID Prompt

Creating a New Hold Account

...continued from Hold Account Transactions step 3.

1. After a customer is associated with the transaction, scan or enter the Hold item ID.

   Figure 19-7 Hold Account Screen - Item Added

   

2. You have the following options at the Hold screen before tendering:

   You can scan another Hold item.

   You can change an item by:

   • Adding a discount (See Adding a Discount to a Transaction or Group of Items).

   • Adding a coupon.

   • Changing the item price (Changing the Item Price).

   • Voiding a line item (Voiding an Item).

   • Voiding a discount (this is only available for items with a discount applied and uses the same process as voiding an item).

3. After adding items to the Hold account, select Exit Hold from the Context Menu to exit Hold mode and return to sale mode before completing the Hold account setup.

   Figure 19-8 Hold Account Context Menu

   

   Note:

   Hold items may only be modified in the Hold screen.

   You cannot change the Hold item quantity.

Searching for a Hold Account

...continued from Hold Account Transactions step 3.

1. To search for a Hold account, enter search criteria in the Hold Search form.

   Figure 19-9 Hold Account Search Form

   

   • Account ID: The Hold account identifier.

   • Last Name: The Hold account owner's last name.

   • First Name: The Hold account owner's first name.

   • Customer ID: The Hold account owner's customer ID.

   • Phone #: The Hold account owner's phone number.

2. Select Process.

   • If there are no Hold accounts matching your search criteria, a message displays indicating no accounts were found. See Figure 19-4.

   • If at least one Hold account matches your search criteria, the account or accounts are listed in the Hold Account Search Results Form.

Picking Up Hold Items

...continued from Hold Account Transactions step 3.

1. Find the Hold Account:

   • If prompted, enter search criteria to find the Hold Account.

   • If a customer has been associated with the transaction, Xstore POS returns a list of Hold accounts for the customer.

2. Select a Hold account from the list.

3. At the Hold Account screen context menu, select Pick Up Item.

4. If prompted, select Yes to pick up all the Hold items. Selecting No returns to the Hold Account screen.

   Note:

   This prompt only displays when there are multiple Hold items on the account.

5. The system returns to the Hold Account screen and all items are marked as Picked Up.

6. Complete the transaction:

   • Select Amount Due to complete the transaction. See E-mail Receipt Options for more information about receipts.

     <OR>

   • Select Exit Hold to return to the Sale screen before completing the transaction.

Canceling a Hold Account

...continued from Hold Account Transactions step 3.

1. Find the Hold Account:

   • If prompted, enter search criteria to find the Hold Account.

   • If a customer has been associated with the transaction, Xstore POS returns a list of Hold accounts for the customer.

2. Select a Hold account from the list.

3. At the Hold Account screen context menu, select Cancel Hold.

4. When prompted, select Yes to confirm you want to cancel this Hold account. Selecting No returns to the Hold Account screen.

5. The system returns to Sale mode where you can complete the cancel process.