Switching between the instant checkout and controlled sales orders
Choose how your business sells, and set the timing rules for reservations.
This is an Owner-only setting — anyone else on your team can see the current choice here, but only the Owner can change it.
The two ways to sell
Go to Settings → Sales Workflow. You'll see two options:
- Counter checkout — the default. A sale is rung up, paid, and the goods handed over in one step.
- Controlled order & release — orders are reserved, physically picked and verified, and released only once payment or credit is settled. See Understanding controlled sales orders for the full picture of what changes.
Select Switch to... under whichever option you want. You'll be asked to confirm, since this changes how the whole business sells.
Switching is blocked while any sales order is still open (draft, submitted, on hold, ready to release, or partly released) — finish or cancel those first. Sales you've already recorded are never affected by a switch either way.
Once controlled orders are switched on, the instant checkout screens — Sales POS, Add Sale, Suspended Sales, and Quotations — stop accepting new sales. Opening any of them shows a message pointing you to New sales order instead. You can still open, edit, pay, and return a sale you recorded before the switch — only starting a new instant sale is blocked.
Timing settings
These only matter once you're using controlled sales orders:
| Setting | What it controls |
|---|---|
| Reservation lasts | How long an unpaid order holds its stock before it's released back to Available. |
| Warn before expiry | How much notice the salesperson gets before an unpaid reservation runs out. Set to 0 to turn the warning off. |
| Flag slow picking after | How long an order can sit in the picking queue before it's flagged to management. |
| Flag stale paid order after | How long a paid or credit-approved order can go unreleased before it's flagged as forgotten. |
| Alert on discrepancy hold after | How long a stock shortage can stay unresolved before it's flagged. |
Leave any box empty to use YAZZY OS's own standard value, shown as the placeholder in that box.