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Layaways

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Description

With Layaways, you can allow your customers to put-down a deposit on any product and pay little-by-little. When they are done paying fully, they can receive the product. With the Layaway module, you are able to keep track of all payments received from the customers and other details. Once they are done paying fully,  you can close the layaway. 



Creating a Layaway
  1. Click on the New tab, the third option from the left on the menu bar at the top.  
  2. Click on the Layaway icon from the icon menu.  
  3. Enter the customer's name in the customer name field.
  4. The name of client will appear in the name field.
  5. If the client does not exist the software will ask you to create a new client, click OK.
  6. Create the client.
  7. Enter the Item code/name of the product you are putting on layaway in the item code field.
  8. Select the product from the list of products within the product window. (if the product does not exist the software will notify you, and give you the option to create a new product)
  9. Make sure the price and cost price are valid.
  10. Click the shopping cart to add the item in the layaway.
  11. ( Optional: Enter a description)
  12. Enter the amount of the first payment in pay now field. ( i.e the amount of money the customer pays as the 1st payment)
  13. Click Checkout. 
  14. Click Okay for the 1st payment confirmation.  
  15. Select your payment method.
  16. Click save.

Editing Layaways 

  1. Click on the List tab.
  2. Click on the Layaway icon.
  3. Select the layaway from the list of layaways.
  4. Make the necessary changes.
  5. Click save when done. 

Closing/ Delivering layaways

When the layaway is fully paid, you must close the layaway to print the layaway receipt. To do so you may:  
  1. Click on the List tab.
  2. Click on the Layaway icon.
  3. Select the layaway from the list of layaways.
  4. Click on the deliver/ close icon  from the options menu.
  5. Enter the IMIE/ Serial number of the device in IMEI field.
  6. Select the activation type and click save.
  7. Click save.

Deleting Layaways

  1. Click on the List tab.
  2. Click on the Layaway icon.
  3. Select the layaway from the list of layaways.
  4. Click on the Trash bin icon from the options.
  5. Enter the reason.
  6. Click save.
Note: You can only delete layaways from the current working shift. 



Refunding Layaways

  1. Click on the List tab.
  2. Click on the Layaway icon.
  3. Select the layaway from the list of layaways.
  4. Click on the refund icon from the options menu.
  5. Enter the restock amount or the restock percentage amount you charge for the refund in the appropriate fields.
  6. Click save.
  7. Select the payment out information. ( previous used, register or terms ).
  8. Click save. 


Receiving Payments

  1. Click on the List tab.
  2. Click on the Layaway icon.
  3. Select the layaway from the list of layaways.
  4. Click on the payment icon from the options menu.
  5. Enter any customer notes if necessary.
  6. Enter the payment amount in the pay now field.
  7. Click save.



View closed layaways
  1. Click on the List tab.
  2. Click on the Layaway icon.
  3. Toggle the Layaway status button to closed and all the closed layaways will be listed.










Made using CellSmart POS Version 3.3.0.1 by Author F.K Published on 08/19/2016

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