How to hold orders on Magestore POS
- Aurora Bui
Our Magestore POS app offers an interesting feature for your business: On-hold Orders. This helps merchants store the carts and items for customers, who can return to the store for checkout later.
Step 1: Enable On-hold Orders function
We have one config on the Roles page to manage this permission. To enable this:
Go to POS Admin → Roles → On-hold orders = Allowed
Then a Hold button will appear on the POS Checkout > Catalog page to process the function.
Step 2: Create an On-hold order
After enabling the config, you can click on the Hold button to hold any order you want.
You can hold both Shopify default products and custom sales created on Magestore POS.
Magestore POS also allows merchants to use custom prices (custom product discounts) before holding the order.
After holding the order successfully, a notification message appears on the screen as well as removing this order from the cart list.
Next, this On-hold order will be shown on the On-hold Orders page of Magestore POS:
Go to Menu > On-hold Orders to see the order details.
At the same time, an order with the status On-hold is also created in Shopify Admin > Orders.
Step 3: Unhold orders
You can access POS checkout > On-hold Orders page to reopen this order and checkout for customers anytime.
Go to the On-hold Orders page → click on the Checkout button → back to the Checkout page
After that, you can further edit the cart, such as
Update customer info
Add new products to the cart or adjust its quantity
Adjust custom price
and move to the Finalize Payment step.
Here the cart will include other discounts like automatic discounts, automatic order discounts, etc (if has). You can also add a shipping method and collect tax for this cart.
When done, check out the order!
After you reopen the On-hold order and checkout this, this will cancel the previous order and create a new one on the Orders grid of Shopify Admin. This happens due to changes in subtotal and information of customers, products, shipping, etc.
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