Bill & Hold is a feature that can be activated on the Bevager and Foodager platforms. Bars and Restaurants that have Bill & Hold arrangements with their vendors can use this functionality to receive items into Bill & Hold on an order, order out of Bill & Hold, and track the inventory that is kept in Bill & Hold. See "Setting Up Bill & Hold" for further information on configuring your system for Bill & Hold.
Ordering through Bill & Hold
- Click Orders > Order Form from the navigation menu.
- Locate the desired item then click the + icon to the far right.
If you select a purchase unit that has been selected as Bill & Hold you will be able to choose between two options:
Order to Bill & Hold or Release from Bill & Hold.
Selecting Order to Bill & Hold indicates that the items on order should go to Bill & Hold.
Selecting Release from Bill & Hold allows you to order items out of your Bill & Hold, to be delivered to your store.
*Please note* If you select Release from Bill & Hold you must have the Quantity selected or more available on Hold.
Items that are Ordered to Bill & Hold will go on a separate order than items that are ordered regularly. On the Orders page you will see orders that are indicated as Order to Bill & Hold ones are suffixed with “- Order to B&H”, and ones that are selected as Release from Bill & Hold are suffixed with “- Release from B&H”. Additionally, orders that are selected as “Release from Bill & Hold” will always have a $0 total, as they have previously been purchased via an order and invoice to Bill & Hold.
Receiving through Bill & Hold
- Click Orders > Orders from the navigation menu.
- Locate / click on placed order then click Receive Order.
- Reconcile the invoice and click Approve Invoice.
Receiving an “Order to Bill & Hold” order will add the number of items that are on the related invoice to the number of items in Bill & Hold. You will see this number in parenthesis in light gray font under the In Stock amount, next to the amount that is in stock for the store via the Order Form.
How do I add the items that are currently in my Bill & Hold so that they are available in the system to be released from Bill & Hold?
See "Setting Up Bill & Hold" for further information on configuring your system for Bill & Hold