Jason Zander
08-08-2009, 12:03 PM
This tutorial will show you how to create a layaway.
To create a layaway, first you will need to open the POS.
Layaways are tied to customer's account, so you will need to have an account when someone wants to buy on layaway.
In the POS, click the Select Customer button at the top and choose the customer's account. If it is not there, then go ahead and create it.
Once you have the account open, ring out the items the customer would like to purchase.
<img src="http://resaleworld.com/videos/jason/2009-08-08_1152.png">
If you are taking a deposit for the layaway, go ahead and enter the amount and choose the appropriate payment type. For my example, I will say the customer is paying $50 in cash for the deposit.
<img src="http://resaleworld.com/videos/jason/2009-08-08_1153.png">
Then, just hit the layaway button. Thats it!
When you open up the customer's account and go to the Purchases Tab, you will see a purchase history in yellow (indicating an open Layaway).
<img src="http://resaleworld.com/videos/jason/2009-08-08_1155.png">
If you go to the consignors account and view the item, you will see the status is marked as Unavailable with a Disposition of Layaway
<img src="http://resaleworld.com/videos/jason/2009-08-08_1156.png">
The next time the customer comes in and would like to make a payment, go to File >> Layaway Lookup... (or hit F11). You will then see a list of your open Layaways.
<img src="http://resaleworld.com/videos/jason/2009-08-08_1158.png">
Find the layaway you would like to open, either double click it or highlight it and client OK at the bottom of the window.
The item and any current payments will now be brought up. If the customer would like to make another payment, add the payment. This time we will say another $25 in cash.
<img src="http://resaleworld.com/videos/jason/2009-08-08_1159.png">
Then click Layaway again to finish the additional payment.
Once the layaway is finished, you can still click the Layaway button to finish the sale. In 3.5b, if you finished the layaway sale using the Finish button, it would end the sale as a regular sale and not a layaway and thus mess up some reports; to get around this, you can use the Layaway button to finish the sale.
To create a layaway, first you will need to open the POS.
Layaways are tied to customer's account, so you will need to have an account when someone wants to buy on layaway.
In the POS, click the Select Customer button at the top and choose the customer's account. If it is not there, then go ahead and create it.
Once you have the account open, ring out the items the customer would like to purchase.
<img src="http://resaleworld.com/videos/jason/2009-08-08_1152.png">
If you are taking a deposit for the layaway, go ahead and enter the amount and choose the appropriate payment type. For my example, I will say the customer is paying $50 in cash for the deposit.
<img src="http://resaleworld.com/videos/jason/2009-08-08_1153.png">
Then, just hit the layaway button. Thats it!
When you open up the customer's account and go to the Purchases Tab, you will see a purchase history in yellow (indicating an open Layaway).
<img src="http://resaleworld.com/videos/jason/2009-08-08_1155.png">
If you go to the consignors account and view the item, you will see the status is marked as Unavailable with a Disposition of Layaway
<img src="http://resaleworld.com/videos/jason/2009-08-08_1156.png">
The next time the customer comes in and would like to make a payment, go to File >> Layaway Lookup... (or hit F11). You will then see a list of your open Layaways.
<img src="http://resaleworld.com/videos/jason/2009-08-08_1158.png">
Find the layaway you would like to open, either double click it or highlight it and client OK at the bottom of the window.
The item and any current payments will now be brought up. If the customer would like to make another payment, add the payment. This time we will say another $25 in cash.
<img src="http://resaleworld.com/videos/jason/2009-08-08_1159.png">
Then click Layaway again to finish the additional payment.
Once the layaway is finished, you can still click the Layaway button to finish the sale. In 3.5b, if you finished the layaway sale using the Finish button, it would end the sale as a regular sale and not a layaway and thus mess up some reports; to get around this, you can use the Layaway button to finish the sale.