Feature of the Month

APRIL 2005

Putting Documents on Hold

For Retail Pro Version 8

Do you know that you can hold (suspend) a receipt, voucher, memo, transfer, or a*sales order.  Holding a transaction allows you to free up a workstation and do something else without loosing the transaction.

To HOLD a transaction while in a receipt, voucher, memo or transfer do the following:

1)                  Select Hold at the top menu option.

Your transaction is now held.

To UNHOLD a transaction, while in a receipt, voucher, memo or transfer do the following:

1)                  Go to area where you held the transaction, for example receipts, select HELD.

2)                  When the held screen appears you will see a list of held transactions.  Select the transaction you want to unhold and select UNHOLD (unhold is located on the side menu).

Now you can continue the transaction.

*Sales Orders.  When holding a sales order it uncommitts the merchandise.  The reason for holding a SO is that Retail Pro removes the merchandise from committed to show it’s available to sell.  For example a customer comes to the store and orders merchandise, but they don’t need it for 3 months.  You can create the SO and hold it.

To hold a Sales Order do the following:

1)                  Select the SO that you want to hold.  Look on your side menu and select HOLD.

The SO is now uncommitted and available for sale, etc.

            To unhold a Sales Order do the following:

1)         Select the SO that you want to unhold.  Look on your side menu and select unhold.

By unholding the SO the merchandise is now committed and unavailable for sale, etc.

Keep in mind that HOLDS are workstation specific. You must go back to the workstation you originally held the document.

Holding a transaction can be very beneficial in a busy environment, especially if you have to share workstations.

PUTTING DOCUMENTS ON HOLD

For Retail Pro Version 7

Do you know that you can hold (suspend) a receipt, voucher, memo, transfer or a*sales order.  Holding a transaction allows you to free up a workstation and do something else without loosing the transaction.

To HOLD a transaction while in a receipt, voucher, memo or transfer do the following:

1)                  Press the ALT key and Select HOLD.

Your transaction is now held.

To UNHOLD a transaction while in a receipt, voucher, memo or transfer do the following:

1)                  Go to area where you held the transaction, for example receipts, Press the ALT key and Select UNHOLD.

2)                  When the held screen appears you will see a list of held transactions.  Select the transaction you want to unhold and select press ENTER.

Now you can continue the transaction.

*Sales Orders.  When holding a sales order it uncommitts the merchandise.  The reason for holding a SO is that Retail Pro removes the merchandise from committed to show it’s available for sale.  For example a customer comes to the store and orders merchandise, but they don’t need it for 3 months.  You can create the SO and hold it, thus keeping the merchandise available for selling.

To hold a Sales Order do the following:

1)                  Select the SO that you want to hold.  Select OPTION and select HOLD.

The SO is now uncommitted and the merchandise available for sale, etc.

            To unhold a Sales Order do the following:

1)         Select the SO that you want to unhold.  Select OPTION and select UNHOLD .

By unholding the SO the merchandise is now committed and unavailable for sale, etc.

Keep in mind that HOLDS are workstation specific. You must go back to the workstation you originally held the document.

Holding a transaction can be very beneficial in a busy environment, especially if your associates have to share workstations.