Keystroke Point of Sale Help


Configuration Manager - Menus - Settings - Sales Transaction Types - On Hold

On Holds are used to temporarily suspend a transaction and are the default Transaction Type used to save transactions that are not fully tendered (as defined by the Quick Save parameter, located on the Sales Manager Entry Parameters screen). For example, while entering a new sale, the [Shift]+[F10] - Quick Save feature may be used to quickly place the transaction in progress "On Hold" allowing a different transaction to be processed until the Customer is ready to complete the transaction. The On Hold transaction may be accessed for completion using the [Ctrl]+[Home] Quick Load feature. If the Clerk attempts to save a transaction that has not been fully tendered but would otherwise be saved as (or converted to) a Sales Invoice, they are prompted to save the transaction as an On Hold. If On Hold is not appropriate, payments may be entered or the transaction may be manually converted to an alternate Transaction Type.

The On Hold Transaction Type may be disabled but cannot be renamed. No minimum payment is required, but can be set if desired. When On Hold transactions are saved, the Quantity On Hand (QOH) and Quantity Allocated on Inventory database records is updated. Once payment has been received, On Holds automatically convert to a Sales Invoices but may be set to automatically convert to other Transaction Types by changing the Convert To Save Parameter. On Holds may also be set to manually convert to other Transaction Types by changing the Manual Conversion To: Save Parameter. On Holds always use the current date for calculating sales tax.


Setup Screen Default Settings - Setting / Default / Status:

Enabled / ON / May be changed

Name / On Hold / Permanent

Menu Name / On &Hold / May be changed

Short Name / On Hold / Permanent

Abbreviation / HOLD / May be changed

Description / Sale temporarily placed on hold for later completion / May be changed

Next Number From / Sales Invoice / May be changed

Data File / KSTRHOLD.DAT / May be changed

Save Payments To This File / OFF / May be changed

Directory / NULL / May be changed

GL Payment Posting / Non-Posting / May be changed

Hot Key / [Ctrl]+[H] / May be changed

Security Levels /see Default Sales Transactions Security Levels


Entry Parameter Default Settings - Setting / Default / Status:

Qty Only / ON - Qty / May be changed

OnOrd/Ship / OFF - OnOrd Ship / May be changed

TotQ/TShip / ON - TotQty TotShp / May be changed

List/MrkDn / OFF - Mark-Down / May be changed

Cost Profit / OFF - Profit / May be changed

Default Mode / Qty Only / May be changed

OnOrd To Shipped / Never / May be changed

OnOrd/Ship - Display Ship Totals / Not Available / N/A

Auto-Fill Shipped Qty On New Lines / ON / May be changed

Auto-Fill Shipped Qty On New Edit / OFF / May be changed

Detail Box / Department Totals / May be changed

Disable Customer Display / OFF / May be changed

Customer History - Start Date / 0 / May be changed

Customer History - Show on Customer History Screen / ON / May be changed

Customer History - Warn if Existing Transaction / ON / May be changed

Customer History - Load Customer Line Item History / ON / May be changed

Customer History - Warn if Item on Existing Transaction / ON / May be changed


Complete Sale Parameter Default Settings - Setting / Default / Status:

Fields to be displayed:

Order Number / ON / May be changed

Salesperson / ON / May be changed

Discount / ON / May be changed

Shipping / ON / May be changed

Editable Tax / OFF / May be changed

On Account / ON / May be changed

Payments / ON / May be changed

Orig Order Date / OFF / May be changed

Ship Date / OFF / May be changed

Not Before Date / OFF / May be changed

Not After Date / OFF / May be changed

Default Entry Fields (to which the cursor automatically navigates):

Orig Order Date / OFF / May be changed

Ship Date / OFF / May be changed

Not Before Date / OFF / May be changed

Not After Date / OFF / May be changed

Order Number / OFF / May be changed

Salesperson / OFF / May be changed

Discount / OFF / May be changed

Shipping / OFF / May be changed

Prompt for Payment / ON / May be changed

Select Payment / ON / May be changed

Edit Pay Date / OFF / May be changed

Confirm Totals / OFF / May be changed

Support Print Immediately / ON / May be changed

Other Complete Sale Parameters:

Allow Credit Payments / ON / May be changed

Min Payment / 0% / Permanent

Don't Give Back Change / OFF / May be changed

Give Change On Partial Shipment / OFF / May be changed


Update Parameter Default Settings - Setting / Default / Status:

QOH / ON / May be changed

Qty Allocated / ON / May be changed

Qty On Layaway / OFF / May be changed

Total Sold / OFF / May be changed

Last Sold / ON / May be changed

Last Shipped / OFF / May be changed

Amount Due / OFF / May be changed

Total Purchased / OFF / May be changed

Last Purchase Date / OFF / May be changed

Back Order List / OFF / May be changed


Save Parameter Default Settings - Setting / Default / Status:

Convert When / Always / Permanent

Convert To / Sales Invoice / May be changed

Prompt Before Converting / OFF / May be changed

Keep Number When Converted / OFF / May be changed

Don't Save Shipped Qty / Not Available / N/A

Copy Shipped Items to New Sale / Not Available / N/A

Print New Invoice / Not Available / N/A

Delete Filled Line Items / Not Available / N/A

Delete Completed Transaction / Not Available / N/A

Archive To / None / May be changed

Reload Prices When Editing / ON / May be changed

Reload Avg Cost When Editing / ON / May be changed

Use Current Date For Sales Tax / ON / May be changed

Rev Trans - Tax On Orig Date / OFF / May be changed

Recalc Shipping When Editing / OFF / May be changed

Ignore Purge Immediately / OFF / May be changed

Manual Conversion To: (based on Transaction Type that have been Enabled)

Sales Invoice / ON / May be changed

Layaway / ON / May be changed

Sales Order / ON / May be changed

Quote / ON / May be changed

On Hold / Not Avaailable / N/A

Rental / ON / May be changed

Gift Registry / ON / May be changed

Special Order / ON / May be changed

Service Order / ON / May be changed

Recurring Charges / ON / May be changed

Not Used / ON / May be changed

Archives / ON / May be changed

See:

Sales Transaction Types - Setup Screen

Configuration Manager Contents

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