Create a layaway

When to use this procedure

Use this procedure any time a customer purchases an item on layaway.

Steps to complete

  1. On the Layaway window, verify and update, if necessary, the customer information in the Account, Ship To, and Bill To boxes.
  2. Verify and update, if necessary, the store and tax information for the sale in the Exempt, Tax Auth, and Location boxes.
  3. If necessary, update the date of sale in the Date box and the date the layaway should be paid in full in the Paid In Full box.
  4. In the PO# box, enter or update the customer purchase order number.
  5. Select the employee who will receive credit for the layaway sale in the Empl box. If more than one employee will receive credit, press F6 and create a split sale.
  6. Scan a barcode or add the item details in the Qty, Sku#, Cat, Desc, Price ea, Extended, Discount, and Total boxes. The item is added to the Items Sold grid.
  7. Repeat step 6 as necessary.

At this point you can save the layaway sale or complete any of the optional steps below.

  1. Add any notes that apply to the sale as a whole in the Notes box below the Items Sold grid. Press F6 to display the Select Comment window and select a catalog note.
  2. Select an item in the Items Sold grid and click Change to change the details of any item.
  3. Select an item in the Items Sold grid and click Delete to remove it from the invoice.
  4. Select an item in the Items Sold grid and click Detail to view its inventory information or Notes to view or update any notes entered for that inventory item.
  5. Click Back In to change the total price of the sale.
  6. Click Disc to apply a blanket discount to the invoice.
  7. Apply credit (Trade, Cont Crd) to the sale.
  8. Click Propsl and/or Order to bring existing proposals and orders forward into the current sale.
  9. Change the total in the Down Payment box to charge some or all of this sale to the customer's account. Press F2 to charge the full amount.

Save the sale

  1. Complete one of the following to save the invoice.

Helpful links

Save the POS transaction and post payments

Layaway reports

Layaway system variables

Layaway general overview

Layaway window