Handle Held Bills, Quotes, Returns and Sale Exceptions

Park or Hold a Sale

Use Hold or Park when the customer has started a bill but payment should not be taken yet. This is common when the customer forgot one item, staff need manager approval, or the counter is interrupted.

1. Build the cart in Home -> New Sale.
2. Add customer, notes and discount only if they are already known.
3. Use Hold or Park instead of PAY.
4. Return to the Parked tab when the customer is ready.
5. Review the whole cart again before payment because prices, stock or customer decisions may have changed.

Save as Quote

Use Save as quote when the customer needs a price promise or owner review before buying. A quote is not the same as a paid sale.

• Quote lines should use real item records whenever stock, tax or price history matters.
• Confirm customer name or phone when the quote must be found later.
• Do not count a quote as revenue or stock movement until it becomes a sale.
• Review quote expiry, discount approval and final price before converting to sale.

Return a Sale

A return changes money and stock, so it should start from the original sale wherever possible. Staff should not create a negative new sale just to make the total look right.

• Find the original sale in Sales History before accepting the return.
• Confirm item, quantity, bill number, customer and payment method.
• Follow the shop policy for refund method, exchange, store credit or manager approval.
• After the return, check Inventory Logs and the sales report impact.
• Keep a note for damaged, expired or unsellable returned stock.

Exception Approval Rules