Holding & Drafting Orders While Offline

Since orders that are put on hold or saved as a draft are stored locally, the procedure does not change when IRIS is offline.

Putting an order on HOLD:

• Click on MENU on the top of the POS screen.

• Select HOLD ORDER from the MENU drop down.

• After clicking HOLD ORDER, a box will appear verifying your decision to place the order on hold. Click CANCEL to return to the order screen, HOLD to place the order on hold or HOLD & PRINT to place the order on hold as well as print a copy of the order.

Once the order is placed on hold, it can be edited or completed  at a later date and time. 

Retrieving an order that was put on HOLD:

• Click on MENU on the top of the POS screen.

• Select RETRIEVE HOLD OR PICKUP from the MENU drop down.

• In the ORDERS ON HOLD / PICK UP window, click on the ON HOLD tab.
• Select the desired order (selected order be highlighted in a lighter gray).
• Once order is selected, click ADD TO ORDER at the bottom right of the screen.

(The order that was previously placed on hold, will populate in the POS screen.)

• Click the green PROCESS PAYMENT button in the bottom right.

• Select desired PAYMENT METHOD from the pop-up.

• Select PROCESS once payment information is completed.
• Check the box of the desired receipt type (email or print) in the pop-up box.
• Select DONE to complete transaction.

Saving an order as a DRAFT:

• After entering products that are popular for the season or that you sell frequently, click MENU located on the top RIGHT of the POS screen.

• From the MENU drop down, select DRAFT ORDER. 

• After you click DRAFT ORDER from the menu drop down, a window will appear for you to give the draft a name and enter in some notes if necessary.
• When the desired fields are completed, click SAVE.   

Retrieving an order that has been saved as a DRAFT:

• To retrieve your saved draft, click on RETRIEVE DRAFTED ORDER from the MENU drop down. Select the draft order you previously saved, once you select the desired order, it will load the saved order into the respective fields on the POS screen.