The Save Transaction feature in SimpleConsign allows you to temporarily hold a customer's transaction during checkout and retrieve it later when you're ready to complete the sale.
To save a transaction:
- Load the transaction in the Checkout tab.
- Select the Save Transaction button located at the bottom.
- Enter a brief description for the saved transaction when prompted. If a customer has already been linked to the transaction, their information will populate automatically.
Once saved, the transaction will appear in the Saved Transactions list, located just below the Complete Transaction button.
Managing Saved Transactions
Auto-Expiration of Saved Transactions
Saved transactions are automatically deleted after 90 days to optimize system performance and ensure continued compatibility with backend updates. The vast majority of saved transactions are created and used within 30 days, making this timeframe appropriate for most users.
If you need to recover a saved transaction that has expired, select the "Show Deleted" checkbox.
Searching & Recovering Saved Transactions
The Saved Transactions screen includes tools to help you manage and locate past entries more efficiently:
- Search: Use the search bar to find saved transactions by keywords or other relevant information.
If a saved transaction was automatically deleted, use the Show Deleted checkbox to include deleted saved transactions in your search. - Recovery: Select "Restore Transaction" to restore the transaction in your checkout screen.
Note: Once you restore a saved transaction into your checkout screen, you must re-save the transaction using the same process if you wish to continue to store the transaction. An example of this need would be if you bring up a transaction for review ahead of the client returning to complete the purchase later that day or week.