Layaways

POS Module

Layaway Benefits

Layaways are a great customer service that

many retailers no longer offer

Transaction Menu

Press F2 to get to the transaction menu.

Then you will select L for Layaways

The screen should now show Layaway in the

top right corner of your POS screen

Customer Information

Once you go to the bottom Item (SKU) box,

it will automatically prompt the Customer

Information Screen

Input Customers name, phone #, and

address

Be sure to reference what kind of items are

included in the layaway

Post Items

Scan and post items just like a regular sale

Terms

Once all items are scanned you must now

add the Layaway Terms

Input TERMS in the sku box and add qty 1

Once you post the sku you will see the

layaway terms posted to your layaway.

Once all items are scanned and terms are

applied press total

Finish Layaway

Once you total , you will choose Save and

Print to take the deposit.

Deposit Menu

POS will prompt a deposit box

It will auto fill with the ¼ down deposit that is required

You may change the amount to what the customer would like to put down unless it is

less than the required deposit

If less you will need a managers override

Input the amount the customer would like to put down and select OK

Total Menu

Now you will select the type of tender the

customer will be paying for their deposit.

Enter amount in appropriate cash, check or

charge field and press enter

Complete Transaction

Select Yes to print out a copy of the invoice

Secure the items in a Big R bag and attach

the invoice to it insuring the customer

information is visible.

Take the item to the designated layaway area

Taking Additional

Deposits

Pulling up the Layaway

If the customer has the receipt or knows the

layaway # you can easily find the layaway by

inputting the layaway # in the customer field

starting with a “.”

It will bring you live into the layaway

transaction

View Documents

If you do not have the layaway #, you must

go to View Documents to retrieve the

Layaway.

To do so you must go to the customer field

and select the “-” no sale key to bring you to

the header menu. Then select 5-view

documents

View Documents

Once you are in the viewer you will select

the store and the type of transaction. “L” for

Layaway and press Enter

View Documents

Now you will select your correct layaway

You can do so by looking for their name in

the customer name column

Highlight desired Layaway and press enter.

This will take you live back into that

transaction

Take Additional Payment

The Layaway Menu will pop up

To take an additional payment you will select

option 1-Apply a payment

Take Additional Payment

POS will prompt a deposit box

It will auto fill with an additional ¼ down deposit that is required

You may change the amount to what the customer would like to put down unless it is less than the

required deposit

If less you will need a managers override

Input the amount the customer would like to put down and select OK. Complete the transaction as

before.

Invoicing a Layaway

Invoice Layaway

When you get to the layaway menu you will

choose option 2- apply the final payment

It will give you the remaining balance in

parentheses.

Only invoice if the customer is picking up

the layaway.

Final Payment

Now you may proceed as a regular

transaction.

Make sure to call and have someone retrieve

the layaway from its designated area

REMINDER: To invoice means there is a

change in inventory/change of possession

COMPLETE

Layaways POS Module