Hold a cart

Hold a cart when the customer isn’t ready to pay, for example while they pick up something else or wait for a prescription. Meanwhile you can serve the next customer.

Held carts are saved for the outlet, so another cashier at the same outlet can pick them up too, even on the other POS: a cart held on POS Web can be resumed on POS Android, and the other way round. A held cart expires 24 hours after it was held and then drops off the list.

POS Web

Holding a cart

1. Press Hold next to the charge button, below the cart.
2. Enter a Name so it’s easy to find, for example the customer’s name. If a customer is attached, their name is filled in for you. You can add Notes (optional) for the next cashier.
3. Press Hold.

The cart is emptied and ready for a new sale.

Resuming a held cart

1. Press Held at the top of the selling screen. The number on the button is how many carts are held at the outlet.
2. The Held carts window shows each cart’s name, note, item count, expiry time, the cashier who held it, and the total. Carts from another shift are marked Earlier shift.
3. Press Resume on the cart you want. If the current cart still has items, the POS warns that the current sale will be discarded. Press Discard and resume, or cancel and hold the current cart first.
4. The cart’s contents, including the customer, prescription details and any batch picks, are loaded back. Carry on to payment as usual.

When you resume, POS Web reprices the lines and fees at today’s prices. If anything changed, the Prices were rechecked window lists it, for example a new price, a product no longer sold here (removed from the cart), or a fee that’s no longer active. Tell the customer before charging.

If another till has already resumed or deleted the cart, the POS shows “That cart was already resumed or deleted at another till.”

Deleting a held cart

In the Held carts window, press the bin icon on the cart, then confirm with Delete. The cart is removed for good.

POS Android

Holding a cart

1. Open the Held Carts panel (on narrow screens: the Held tab).
2. Press Hold Current Cart.
3. Enter a Label (e.g. customer name) so it’s easy to find, then press Hold.

The cart is emptied and ready for a new sale.

Resuming a held cart

1. In the Held Carts panel, tap the cart you want to resume.
2. If the current cart still has items, the POS asks Replace current cart?. Hold the current cart first, or press Discard & Resume.
3. The cart’s contents, including any batch picks, are loaded back. Carry on to payment as usual.

Discarding a held cart

Press the delete button on the cart in the list, then confirm with Discard. The cart is removed for good.

Caution

Holding a cart and loading the held-cart list need an internet connection, on POS Android too.