Clear Held Transactions - Christchurch / Invercargill / Northland Hospitals / Rotorua / Tauranga / Wellington

This training document provides clear instructions on how to clear all held transactions in order to complete the daily cash off on the POS Terminal. 

if when cashing off the terminal shows the below error, it means there are open sales or transactions held in your system which need to be cleared before the terminal can be settle for the day:

This can also be monitored at any time by checking the digit next the H on the right top corner of the terminal. if the number is higher than 0, there are transactions held in the terminal that need to be cleared.

To clear the transactions and be able to complete your end of day reports follow the instructions below: 

1 - Click on Page Management on your terminal

2 - Refer to the TRANSACTIONS MANAGEMENT section and select Hold Recall Sale

3 - Check and clear all held transactions following the steps below:

• 3.1 If the screen does not show any transactions, make sure the Clerks option is ticket at the bottom of the screen, this is to bring all the transactions held in the system by all employees. 

  
  

• 3.2 Once all clerks has been ticked, all held transactions will appear on the screen:

• 3.3 How to read the transactions? 
   

  EXAMPLE 1:  In this example, all items were CLEARED during the transaction, reason why the total cost is $0.00, however, the transaction was not cancel, therefore it remains held in the system
  
  
  EXAMPLE 2: In this example, all items were not cleared during the transaction and the session was ended, therefore, the transaction remains open in the system with  $17.50 pending to be charged.
  
  
  
  NOTE: For transactions held with cost attached it is important to check with the staff before closing the sale and payment needs to be charged.
   

4- Click on each transaction to recall and complete accordingly. 

EXAMPLE 1: 

• 4.1.1 - The screen will open without any items on the sales grid as all items were cleared
• 4.1.2 - click Cancel Sale to close the sale and it will automatically be cleared from the held transactions.

• 4.1.3 - System will pop up with a message to confirm the transaction cancelation. Click Yes

EXAMPLE 2: 

• 4.2.1 - The screen will open all pending items on the sales grid. Check with the staff if the transaction needs to cancel or finalised
• 4.2.2 - If transaction is to be finalised, select the payment method and complete the transaction and it will automatically be cleared from the held transactions
• 4.2.3 - .If transaction is to be cleared, click Cancel Sale to close the sale and it will automatically be cleared from the held transactions.

• 4.2.4 - System will pop up with a message to confirm the transaction cancelation. Click Yes

Repeat all the above steps for each transaction if more than 1, until the Hold Recall Sale section is completely empty and the H on the top right corner is followed by 0

All done! your till is now settle and ready to cash off.

*Please note this document is still under review and continuous updates, for any issues or concerns raise a ticket to contact our System Support.