🕒 Holds – Ramsys Point of Sale

The Holds function allows staff to temporarily set aside a sale for later processing. This feature is ideal for customers who may need to leave the store briefly or finalise a decision before purchasing.

📌 Key Features:

All Holds Require a CRM Record
A customer must be selected or created in the CRM before placing a sale on hold. This ensures holds are traceable and secure.

Configurable Hold Duration
The system administrator may configure the maximum time an item can be held before it expires automatically.

Stock Remains Available
Placing a sale on hold does not reduce available stock. The items will remain available for other sales unless the hold is later recalled and processed.

How to Use Holds

1. Entering a Hold

Start a sale by scanning or entering items on the sales screen as usual.

Once the sale is populated, click Sales Options.

Select Holds.

Choose Save Hold.

A Hold Docket will print for reference.

Tip: Always confirm a CRM customer is attached before saving.

2. Recalling a Hold

From the sales screen, select Sales Options, then click Holds.

Browse or search the list of existing holds.

Select the desired hold and choose Recall.

This will restore the held sale to the sales screen.

You may now:

Proceed with the sale as normal.

Or Void the sale, returning items to the shelf (no stock adjustment is required).

Important Notes

Holds are not stock reservations – other sales can still access these items.

A CRM customer is mandatory for all held transactions.

The system may auto-expire holds based on your site’s configuration.