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Special Sale Actions

What You’ll Learn

After reading this guide, you’ll be able to:

  • Manage multiple sales at once by holding sales when customers need more time, then recalling them when ready
  • Recover from mistakes by recalling cancelled sales and continuing them
  • Keep your till organized by canceling unwanted sales and tracking how many sales are on hold
Experienced user? Go here for a quick workflow

What You’ll Need

Before you start, make sure you have:

  • A Hold/Recall function button set up on your keyboard (for holding and recalling sales)
  • A Cancel Sale button available (built into the Order View, or as a function button)
  • A Review Sales function button on your keyboard (optional, but helpful for finding previous sales)

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Understanding Special Sale Actions

Special sale actions help you manage the flow of customers at your till. Instead of being stuck with one sale at a time, you can juggle multiple transactions smoothly.

Here’s what each action does:

Example: A customer at The Beach Cafe is ordering coffee but can’t find their wallet. You hold their sale, serve two other customers, then recall the first sale when they’re ready to pay.

🚨 Heads up: You cannot run your End of Day Z read if there are held sales on the till. Make sure to recall and complete all held sales before closing.

How to Hold and Recall Sales

Holding a Sale

Use this when: A customer needs more time and you want to serve someone else first.

  1. While a sale is in progress, press the Hold/Recall button on your keyboard
  2. A confirmation box will appear - press “Yes, Hold”
  3. The sale disappears from the order view and you can start a new sale

✅ Best practice: Keep an eye on the held sale counter in the top bar. Too many held sales can become confusing, and you might forget what each one was for.

⚠️ Important: Holding a sale will NOT send items to your kitchen docket printer. If you need kitchen staff to start preparing food, don’t hold the sale - finalize it instead.

When Sales Are Held Automatically

Your till will automatically hold a sale if:

  • The clerk logs out while a sale is in progress, or
  • Another sale is recalled using Review Sales while a sale is in progress

📖 What this means: You don’t need to manually hold a sale before logging out - the system does it for you.

Recalling a Sale

Use this when: You’re ready to continue or complete a held sale.

There are three ways to recall a sale. Pick whichever is easiest for you:

Option 1: Using the Hold/Recall Button

  1. Make sure no sale is currently in progress on the till
  2. Press the Hold/Recall button to open the Recall Sale window
  3. Scroll through the list of held sales and click on the one you want
  4. Press the Recall button below the list

The sale is now back in the order view and you can continue or finalize it.

Option 2: Using the Held Sale Counter

The held sale counter is the icon in the top information bar that shows how many sales are currently on hold.

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  1. Make sure no sale is currently in progress on the till
  2. Press the held sale counter icon to open the Recall Sale window
  3. Scroll through the list of held sales and click on the one you want
  4. Press the Recall button below the list

The sale is now back in the order view and you can continue or finalize it.

Option 3: Using the Review Sales Window

This method also works for finding older sales.

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< link-card title=“Finding Previous Sales in the Review Sales Window” href="/article/33/#finding-previous-sales" >

  1. Press the Review Sales function button on your keyboard
  2. Find the held sale in the list on the left and click on it
  3. Press the Recall button at the top right of the window

The sale is now back in the order view and you can continue or finalize it.

💡 Tip: The Review Sales window shows all sales (held, completed, and cancelled), making it the most powerful option for finding any previous transaction.

How to Cancel Sales

🚨 Heads up: You can only cancel a sale that has no payments yet. Once a payment has been applied, you’ll need to process a refund instead.

Use this when: A sale was entered by mistake or is no longer needed.

There are two ways to cancel a sale:

Option 1: Using the Cancel Sale Button on the Order View

The Order View has a built-in cancel button in the bottom right corner of the order view box.

  1. While a sale is in progress, press the Cancel Sale button
  2. A confirmation box will appear - select “Yes” to confirm

The sale is now cancelled and cleared from the order view.

Option 2: Using a Cancel Sale Function Button

If you have a Cancel Sale function button set up on your keyboard:

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  1. While a sale is in progress, press the Cancel Sale function button
  2. A confirmation box will appear - select “Yes” to confirm

The sale is now cancelled and cleared from the order view.

📖 What this means: Cancelled sales don’t disappear forever - they’re still in your till history and can be recalled if needed.

Common Questions

What if I cancelled a sale by accident?

No problem! You can recall and continue any cancelled sale using the Review Sales window.

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  1. Press the Review Sales function button on your keyboard
  2. Find the cancelled sale in the list on the left and click on it
  3. Press the Recall button at the top right of the window

The sale is no longer cancelled and can be continued or finalized as normal.

What’s the difference between holding and cancelling?

  • Holding temporarily saves a sale you plan to complete later (customer will be back)
  • Cancelling removes a sale that’s no longer needed (customer changed their mind or it was entered by mistake)

Both actions keep the sale in your till history, and both can be recalled if needed.

How many sales can I hold at once?

There’s no hard limit, but it’s best practice to keep held sales to a minimum. The more held sales you have, the harder it is to remember what each one was for.

💡 Tip: Check the held sale counter regularly and recall sales as soon as customers are ready.

Can I hold a sale that already has payments applied?

The system will allow you to hold sales with partial payments, but use caution. It’s generally better to complete sales with payments already applied.

Next Steps

Now that you know how to manage held and cancelled sales, you might want to explore:

  • Review Sales window - Learn how to search and filter previous sales for detailed reporting
  • End of Day procedures - Understand the full closing process and how held sales affect it
  • Refunds and returns - What to do when you need to reverse a completed sale

✅ You’re all set! Practice holding and recalling a few test sales to get comfortable with the process.

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