Create a New Layaway in the LayThisAway System

A step-by-step guide to creating a new Layaway in the

LayThisAway System

Create a New Layaway

To create a new Layaway, click on the Create New Layaway button. This will display a wizard that will walk you step-by-step through the easy process of creating an LTA Layaway…

Create a New Layaway Step 1

The first step in creating a new Layaway in the LTA system is to determine if the Consumer (customer) is already an LTA member. Ask them if they already have an LTA Account and if so, search for them using one of the 6 search boxes as shown below:

If a match is found, click the Select button for the desired Consumer…

Create a New Layaway Step 1

If the Consumer is not already an LTA member, click the Create a New Consumer button

Create a New Layaway Step 1

If the Consumer is not already an LTA member, click the Create a New Consumer button

Clicking this button will display the Consumer Signup form on the web page…

Create a New Layaway Step 2

Fill in the fields and click the Save button to create the Consumer’s account…

Create a New Layaway Step 2

You may mouse over any field for help with field…

Add Layaway Item(s)

The next step is to define what items are to be put on layaway. Click the Add Layaway Item button to add each item…

Add Layaway Item(s)

A popup window will appear in which you can define each item that will be put on layaway…

Add Layaway Item(s)

A popup window will appear in which you can define each item that will be put on layaway…

Enter a description, a quantity, and a unit price at a minimum. You may add additional information as required.

Add Layaway Item(s)

Here is an example:

Check the From Stock checkbox if the item is normally in stock…You may add any notes that you may require to the item…Click the Save Item button when you are done.

Add Layaway Item(s)

The popup window will close and the item that was entered will appear in the grid…

You may click the Add Layaway Item to add additional items to the layaway.

Add Layaway Item(s)

When all of the items to be put on layaway have been entered, click on the Go to Next Step to continue

Define the Layaway Settings

The Step 4 page will be displayed…

Define the Layaway Settings

Set the Number of Payments the customer wishes to make on the layaway...

Define the Layaway Settings

Select the desired Payment Interval from the drop down list:• Weekly• Bi-weekly• Monthly

The first and last payment dates will be adjusted automatically…

Define the Layaway Settings

Select the desired Down Payment Type from the drop down list:• Percent of Total• First PaymentIf Percent of Total is selected, the Down Payment Percent value is used…

Define the Layaway Settings

If the layaway payments are to be placed in escrow, select the Yes option from the dropdown list…

If yes, all funds will be placed in escrow until the layaway has been fully paid.

Define the Layaway Settings

If the layaway payments are to be automatically deduced from the customer’s bank account, select the Yes option from the dropdown list…

Define the Layaway Settings

You may click the Validate Customer ID button to display a popup window to record the information on the Customer’s identification.

This is optional but the validation of this information may be required by your management or local regulations.

Define the Layaway Settings

Define the Layaway Settings

At a minimum you should set:• Number of Payments• Payment Interval• Escrow Funds• Auto Deduct

Typically this can all be accomplished in seconds with just a few clicks of the mouse.

Define the Layaway Settings

The right panel of the display shows the Layaway Calculator.Enter the amount of any sales or other taxes, any shipping or handling charges, and any insurance or other fees in the three fields with a white background….

Define the Layaway Settings

The Calculator will automatically calculate and display the correct Layaway Payment Amount as you enter the values in one or more of the three white fields…

Define the Layaway Settings

The Calculator will automatically calculate and display the correct Layaway Payment Amount as you enter the values in one or more of the three white fields.

Click the Next Step button to continue…

Step 5 – Confirm the Layaway

The final step is to confirm the information and click the Accept and Agree button…

Completing the Layaway

When you click the Accept and Agree button, the LTA system will automatically generate a legal Layaway Agreement between you and the Consumer and display the agreement in a popup window that allows you to print the agreement on the spot.

Collect the Down Payment Amount from the Consumer and have the Consumer sign the Layaway Agreement.

The Layaway Agreement will be emailed to the Consumer and will be available to you via the Layaway Management button on your Dashboard.

Summary

The Edit Layaway Settings button on the Merchants Dashboard allows setting defaults for the various settings. With these defaults set, entering a layaway can take less than 5 minutes – even less if the customer is a repeat customer who is already an LTA member.

Additional TutorialsClick here to open the Layaway Management Tutorial in a new window.

Click here to open the Layaway Settings Tutorial in a new window.

Click here to open the Report Center Tutorial in a new window.

Click here to open the Manage Your Stores Tutorial in a new window.