Saved Sales
Sometimes you need to pause a sale and come back to it later. AERIS lets you save sales and retrieve them when ready.
When to Save a Sale
Common reasons to save a sale:
Customer forgot their wallet and will return
Customer wants to keep shopping
Need to serve another customer quickly
Waiting for a price check
Customer is deciding on items
Saving a Sale
Add items to the cart as normal
Click Save (or the disk icon)
Optionally add a note (e.g., "John - back in 10 mins")
Click Save Cart
The cart is saved and cleared for the next customer.
Retrieving a Saved Sale
Click Carts (or the folder icon)
You'll see all currently held sales
Find the sale you want:
By customer name
By the note you added
By the items in the cart
Click Load
The items are loaded back into the cart.
Managing Saved Sales
Viewing Held Sales
The held sales list shows:
Customer name (if selected)
Item count and total
Note (if added)
Time held
Deleting a Saved Sale
If a customer doesn't return:
Open Carts
Find the sale
Click rubbish bin icon
Confirm deletion
The items return to available stock.
Time Limits
Held sales are automatically deleted after 24 hours. Make sure to retrieve or delete them before then.
Tips
Always add a note when saving a sale so you can identify it later. Include the customer's name or phone number.
If you know the customer, select them before holding. This makes it easier to find the sale later.
Common Scenarios
Customer Returns
Customer comes back
Click Carts
Find their sale by name/note
Click Load
Add any additional items
Complete the payment
Customer Doesn't Return
At end of day, check Carts
Call customers if you have their details
Delete unclaimed sales
Stock is returned to inventory
Serving Multiple Customers
Customer A is shopping - add their items, save the sale
Serve Customer B - process their sale
Customer A is ready - retrieve their sale
Complete Customer A's payment