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Held Sales

What's on the Page?

Load Checked- Select this button after checking multiple held sale entries to combine sales

Held Date- The date the held sale was created

Register- The register where the held sale was created.

Customer- The customer name on the receipt being held

Held By- The employee who created the held sale

Description- Either the balance due on the held sale, or a custom note made by the creator of the held sale.

Tip

To get to the Held Sale page, highlight the Tender Section of the Register screen and click the down arrow on your keyboard, or select the "Hold Sale" button on the button panel.

Adding a New Held Sale

If there are items rung up on the register screen, the dialogue modal below will appear after selecting the hold sale button or clicking the down arrow, and allow you to make a note on the held sale, print a quote, or put only the highlighted items on the Register screen to place on hold.

With Checked

Use held sales as a tool for doing physical inventory and placing/receiving orders with the "With Checked" features!

  • Sell- load to the register and complete the sale! You can choose multiple held sales and combine them or just click on the one you want to pull up (nothing's changed here!)
  • Order- enter the PO# you'd like to add the items to and VMX will add the items and quantities for you for quick receiving!
  • Receive- scan incoming products and immediately receive them against an existing PO!
  • Set Counts- set the inventory on hand quantity
  • Review Counts- review, edit, and set the inventory on hand quantity! See quantity & cost variance and download the review as well.

Hidden Held Sales

A held sale moves to the Hidden list whenever it's pulled back up at a register. If you put it back on hold the latest version is saved and it goes back to the main list. If you don't put it back on hold, the held-sale record stays in the Hidden list as a history entry.

Click the Show only hidden sales checkbox above the held-sales table to see them.

Four ways a sale ends up hidden

A sale ends up in the Hidden list whenever it was pulled up at a register and not put back. That happens in four common cases:

  1. The sale is still loaded on a register screen — someone is working on it right now
  2. The sale was tendered (rung out) — it became a regular receipt and was never put back on hold
  3. The sale was pulled up and then cleared from the register screen — abandoned without re-holding
  4. The sale was manually deconstructed

In all four cases the original held-sale record stays as history. If a hidden held sale's description still shows a balance due but the sale "looks paid," that's case 2 — the cashier rang it out cleanly and never put it back on hold, so the description text is the pre-ringout amount while the actual sale closed at $0 due. The receipt itself is fine.

Putting a hidden sale back on the main list

Pull the sale up at a register, finish any edits, and put it back on hold. VMX saves the latest version and clears the hidden flag.

Auto-deletion

Older held sales (especially hidden ones) get automatically cleaned up after a while to keep the system tidy. The exact retention varies by client and by whether the sale is hidden — the info banner at the top of the Held Sales page shows the policy in effect for your store.