Place Items on Layby



Press the Customer button to bring up the Customer List. If the customer is in your database, you can select them and click OK, if the customer needs to be added to your database, click ADD.

 

Enter the Customer’s details into the screen. Fill in the Name, Change Customer Type to Layby and make sure that Account or Bar Tab are not selected.

 

 

Save the Customer and their details will be added to the sale. Add the items to the sale the customer wants and the deposit required will be displayed on the bottom left corner.

 

 

Press Enter to go to the Tender Screen.

 

 

Enter the amount in $ that the customer wants to leave as a deposit to the selected tender. If the value entered is less than the required % deposit, a screen will appear to increase the deposit amount. If the value is above the required % deposit, the tender screen will reset to add the final tender.

 

 

Once you have entered a successful amount to other tenders, press the Layby tender. The Layby can print out a receipt to give to the customer. Depending on your Layby procedures, a second receipt can be printed to be kept with the stored goods.

 


Make a Layby Payment


There are 2 ways to make a Layby payment and both will perform the same action.

Press the Customer button and go to Payment.

Press the Acc/LB Payment button and search for Customer.

 

From the POS Screen Press the Customer button. Select the customer from the list and press OK.

 

 

The customer’s details will be added to the sale window. If you cannot view the entire customer’s details (Bottom right corner), press the >>> button in the top middle of the sale window to toggle this view.

 

 

Press the Payment button.

 

 

The sales window will be replaced with a Layby Payment window. All the Customers current Laybys will be displayed, and show details of the Date of Layby, Reference, Total Amount and Outstanding Amount.

 

 

From here you can make a number of selections:

  • Total Amount – Enter a $ amount in this field to make a part payment.

  • Pay Line – Will pay the selected line the total outstanding.

  • Pay All – Will pay the entire amount of outstanding transactions.

 

Make you selection and press the enter button. The amount to pay will be displayed.

 

 

Select the Tender and finalize the payment. The remaining value owed on the Layby will be displayed underneath the total due for this transaction on the receipt. It will also display the totals for any other outstanding laybys.

 



Make a Layby Adjustment


There are 2 ways to make a Layby Adjustment and both will perform the same action.

Press the Customer button and go to Adjustment.

Press the Acc/LB Adjustment button and search for a Customer.

 

From the POS Screen Press the Customer button. Select the customer from the list and press OK.

 

 

The customer’s details will be added to the sale window. If you cannot view the entire customer’s details (Bottom right corner), press the CUST button in the top middle of the sale window to toggle this view.

 

 

Press the Adjustment button.

 

 

The sales window will be replaced by the Adjustment screen. Enter the amount you want to adjust against the layby/s.

 

 

Press the Enter button and a Confirmation window will open giving you the details of the Adjustment you are about to perform.

 

 

The window will close down automatically and the adjustment will be posted.



Make a Layby Credit


A Layby Credit will make an un-allocated adjustment to the customers Layby. Press the Customer button and select your customer followed by the Acc/LB Credit button

 

 

 

Enter +/- amount in dollars you want to credit to the Layby.

 

 

Press the Enter button and a Confirmation window will open.

 



Cancel a Layby


A customer can at any time, depending on your Layby Conditions, Cancel a Layby. During the cancellation process you can add a Cancellation Fee which will be deducted from the refund amounts owed to the customer on any payments made against the Layby.

 

Select the Customer that is wishing to cancel the Layby.

 

 

Navigate to and select the Layby Cancel button.

 

 

The Layby Cancellation screen will open, where you can select which Laybys to cancel.

 

 

Select the Layby/s the customer wants to cancel, and press the cancel button. The screen will update all Laybys selected for cancellation. You can now select to refund the full amount, or enter an amount to be charged to the customer as a Cancellation Fee.

 

 Press the Enter button to refund the money to the customer, less any cancellation fees added.

 



Layby Reports


There are 2 reports that can be accessed for Laybys which can be viewed by going to Reports > Customers > Select the report you want. Laybys can also affect how some other reports will display the relevant data.

 

Layby Transactions

This report will give you the following options:

  • Date Range

  • Group By – Customer

  • Selection Range – Code, Last Name

 

 This report will display all transaction related to the layby of a customer, including payments.

 

Layby Report

This report will give you the following options:

  • Laybys Started Date Range

  • Expiring Date Range

  • Location

 

 

This report will display the details of a layby by all customers in its current state.

 

 

Other reports that Laybys affect:

  • Stock Valuation Report

  • Customer Statements

  • Financial Reports