coreSTORE - Sales: Processing a Layaway

A layaway is a purchasing arrangement where a customer reserves an item with a retailer by making a deposit and paying the balance over time, usually in installments. The retailer holds the item until the full payment is made, allowing the customer to take possession of the item afterward. It's a convenient way for customers to purchase items without having to pay the full price upfront, and it enables retailers to secure sales for high-ticket items.

1. Click on Company>Settings
   

2. Click on Suspended Sales/Layaways
   

3. Suspended Sale Settings

Ensure that your layaway settings are configured according to your preferences.

4. Click on New Sale
   

5. Add the Item Going on Layaway
   

6. Add a Customer

You can add a customer by manually adding a new customer, searching your current customer database, or scanning in the clients drivers license.

7. Click on Continue
   

8. Add Payment

Add the desired amount manually by typing in a specific amount, or using the quick action buttons below.

9. Click on Add Payment
   

10. Click on Layaway
    

11. Click on Suspended Sales

When the client returns, you can go to the suspended sale menu to either continue the layaway or take full payment.

12. Filtering Suspended Sale Types

You can filter suspended sale types by either changing the type or searching specific details about the suspended sale, such as item name, UPC code, customer name, customer phone number, customer email address, etc. Click "Search" for the filters to take effect within the screen.

13. Click on Unsuspend to Update or Complete the Layaway
    

Updated on: 06/26/2024