Lay-By
A lay-by sale allows a customer to pay for items over a period of time.
The goods are not released to the customer until the final payment has been received.
To specify your lay-by settings, go to
General Retail Settings.
You can specify the minimum deposit and the
lay-by stock location.
Creating the Lay-By Contract
To start a lay-by contract, complete the sale as usual, but make sure a customer is selected.
Instead of clicking the Pay button, click the Menu button.
Click on 'Convert Sale to Lay-By Contract'.
The cashier can then select a customer (or create a new customer).
The lay-by contract will be created and the lay-by screen will open.
The minimum deposit and lay-by stock location can be set in
General Retail Settings
.
Click on Pay to process the first payment.
The Amount to Pay screen will open. Enter the amount the customer wants to pay
(it cannot be less than the minimum deposit).
The payment screen will then open, allowing the cashier to receive the payment.
For example, the amount to pay may be 850, but the cashier can receive 900.
That is why the cashier must first specify the amount the customer wants to pay,
and then enter the actual amount received.
Two slips will be printed:
- A sale contract for the customer.
- An internal slip. This slip can be attached to the goods for lay-bys or sent to the ordering/manufacturing department.
Both slips can be fully customized in
Print Layout
.
Follow-Up Payments
When the customer wants to make another payment, go to the Retail module
and click the Menu button.
The cashier can select the customer, and the lay-by contract for that customer will open.
If the customer has more than one lay-by contract, the correct contract can be selected.
The contract details and all payments already made will be displayed.
The outstanding amount will also be shown. The cashier can then receive another payment.
A payment slip will be printed.
The contract can also be cancelled and the customer refunded using the
'Cancel Contract' button.
Once the final payment has been made, the contract will be closed and
the cashier will be informed to release the goods to the customer.