Lay-A-Ways

The recommend method of handling "layaway" retail sales is discussed below.  Go to:

·       Order Processing (Module 6)

o      Order Enter & Editing  (Task 1)

§       Enter New/Change Existing Order (Sub-task 1)

1. Enter the order, on the first screen, as normal.

2. On the second screen, enter the item. After the item has been entered, the bottom of the screen will read:  Modify last item? (Y/N):  N   Use the TAB key to enter Memo notes

3. Answer Y(es) to:  Modify last item, then change the "Ship" quantity to "0"

4.  After changing the quantity shipped to zero, proceed to the "Collection Screen" of the order.

5.  Select  #28 (Deposit) under the ---Action--- column          

6.  Select appropriate payment method for the deposit (if any) under the ---Pay Method--- column and enter the payment amount.           

7.  The invoice will print.  This invoice will reflect the deposit (if any) placed on the order.

8.  The "lay-a-way" order will remain "open" until the rest of the payments are made.

9.  When the last payment is made, go to the second screen of the order (where the item actual shows) and change "Ship" to the quantity shipped.  Go to the third screen of the order choose the ---Action--- of Invoice to invoice and close the order.