Layaways

This article includes steps on how to create, search for, redeem, edit and report layaways

This article includes:

POS Create a Layaway
POS Search for a Layaway
POS Redeem a Layaway
POS Making a Layaway Payment
Back Office: Search for a Layaway in a Customer
Back Office: Edit a Layaway

Back Office: Report of all Layaways

 

Notes

        It is advisable to create a separate layaway each time a customer adds more to their layaway            per visit
        A single layaway can then be paid for using From Account in the Checkout screen
        If you choose to deliver to the customer individual items from a single layaway, it is                          advisable to separate these items into individual layaways.

POS Create a Layaway

1. From Home POS screen

2. Select Customer Search

3. Choose or Add a Customer

4. Scan an item(s)

5. Select Checkout

6. Select Layaway

   

    

7. A receipt will print off 

    

   

POS Search for a Layaway

1. To find a Layaway number,

                a) Either: Scan the original Layaway receipt
                b) Or, from Menu > Search > Layaway Search

               c) Or, from Home > Customer Search >
                              i. Edit
                              ii. Tap on the Layaway tab
                              iii. Tap on the correct layaway

   2. The layaway details will be displayed on the screen.

POS Redeem a Layaway

1. To Redeem the job: Menu > Search > Layaway Search > Enter the job number

                  a) Either
                  b) Delete the job
                  c) Re-print

    2. Pay for Items using

                 a) Pay by Cash,
                 b) Pay by Card or
                 c) Checkout >
                 d) From Points or
                 e) From Account

Making a layaway payment (Add to Account)

Customer Deposit Account only

Use this option to either build up a deposit account for customers who may need to spend a lot at one time (Christmas or new school year) or to pay for Layaway items in smaller increments.

1. From Home > Customer Search then Search or Add Customer

2. From Menu Select Add to Account

3. Enter amount paid in by customer, Submit

4. Pay by Cash or Pay by Card

5. Complete Sale

Back Office: Search for a Layaway in a Customer

1. Login to Aptimyz Back Office
2. From the Left hand Menu - Customers
3. Search for the Customer
4. Select
5. Click on Layaways tab
6. Edit/Delete whole Layaway or remove single lines

Back Office: Edit a Layaway

1. Login to Aptimyz Back Office
2. From the Left hand Menu - Customers
3. Search for the Customer
4. Select
5. Click on Layaways tab
6. Click on a Layaway to display

    7. In this screen, the layaway can be viewed and edited 

    8. Delete whole Layaway or remove single lines

Back Office: Report of all Layaways

1. Inventory
2. Layaways

     3. Search for the Customer Name and their layaways will be displayed.

     4. Change the status to Pending and only "Live" layaways will be displayed

This is the end of the article