thread Re: Hold a transaction before completing a sale in Archived Discussions (Read Only)

Saving a checkout

markcrobinson — Fri, 30 Dec 2016 23:49:45 GMT

Retail Store: I don't manage customers.

If someone is in the middle of checking out and they have to leave for a minute (they forgot their wallet in the car), can I save that checkout, go on to the next customers, and recall his checkout when he comes back?

Re: Saving a checkout

VCB — Sat, 31 Dec 2016 01:07:55 GMT

Yes, but you'll need to turn on "Open Tickets" in settings. You can add items to a saved ticket as well.

https://squareup.com/help/us/en/article/5337-use-open-tickets-with-square

Hold a transaction before completing a sale

paulat1 — Tue, 07 Sep 2021 12:31:08 GMT

Hi, numerous times I've been in the middle of a sale and a customer has asked a question or asked me to get something off a wall and by the time I get back to the sale the transaction is gone. Often I have the items all wrapped and bagged up so I have to unwrap and enter everything again. Is there a way to get this to not time out? It would also be very helpful at holiday time to start a big transaction while a customer is still shopping and be able to put that transaction on hold should you need to ring a different customer out.

Re: Hold a transaction before completing a sale

_Violet — Wed, 15 Sep 2021 12:18:59 GMT

Hi @paulat1 - Thanks for reaching out! Additionally, Welcome to the Square Seller Community 🎉

What might work best for you here is our Open Tickets feature. With Open Tickets, you can create, edit and save an order before completing a sale on your mobile device.

I merged your post with a thread containing the best answer to your question and explains how to save a sale within Square.

This article on our Support Center has all the info you need to learn more and get started✨

I hope this information is helpful but please let us know if you have any additional questions. Always happy to help!

Re: Hold a transaction before completing a sale

Motte — Thu, 08 Sep 2022 21:54:28 GMT

Unfortunately, it seems open ticket only works for Square for restaurants, not Square for retail. Retail really does need a way of entering in items before payment and saving that in case the customer has to continues shopping, or if it is a larger amount of items and we can save time by entering them in while they are still shopping, yet have the option to handle a purchase by a different customer. It happens more times than you think, esp. during the holidays.

Re: Hold a transaction before completing a sale

JJ_ — Sat, 10 Sep 2022 15:32:41 GMT

Hey, @Motte

Open Tickets on Square for Retail are called Saved Carts. The only limitation that Saved Carts has over Open Tickets is not being able to hold a card on file. Besides that this will help you with holding a sale.

Re: Saving a checkout

Motte — Sat, 10 Sep 2022 15:57:42 GMT

Thanks - but I don't see any option on my checkout screen for Save cart. I use Square for retail Free, if that matters, on the Square POS system. IT is not under the three dots next to "Current sale" on the right, nor under the three dots under "favorites" on the left.

Re: Saving a checkout

JJ_ — Sat, 10 Sep 2022 21:07:07 GMT

This feature is included with Square for Retail Free. If you are unable to locate it, I suggest you get in touch with our retail team so they can shine a light on why this feature is not displayed. When you have a moment, please reach out directly by logging into your Square account and heading here.