Placing a document on hold allows users to come and edit the document at a later stage whey they have all the invoice details. Documents on hold does not get updated when the batch is updated untill the on hold tick is removed.
To place a document on hold in Point of sale process a document accordingly and then click on the option to Place on hold as per the screenshot below
Once the button is clicked it will show as below
You should be able to click on Next document when done prosessing which will allow you to process another document.
This will reflect as an open batch in pastel as follows and when all Point of sale invoices are updated this will not be updated as it is on hold.
To place a docuument off hold in Point of sale follow these steps
- Go to View| Batch Listings and select Tax invoice for the document type. This report will show you all the documents that have not been updated together with the status. Documents that are on hold and COD's will reflect their statuses accordingly.
- Now that we know which customers have documents that are on hold, go to Process Point of sale. Select the customer that has the document on by clicking on F9 and selecting them.
- Once the customer is selected click on Edit and the window below will come up.
- Select the Document and click on the select button. Note that in the case the customer had COD's as well the COD option will be also available under the search types.
- The document will display with all the lines. Click on Take off hold as per the window below
Thus will remove the highight on the button and you will be able to update the document accordingly |