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1. From the LOTS Main MenuTools Options (see Figure 1.14.1).

2. Enter in your staff ID (if required) to proceed

3. From the Options screen, select the Lay-By tab (see Figure 1.14.2).

4. When the Lay-By options are displayed tick the ‘Enable Lay-Bys’ tick box (see Figure 1.14.2).

5. Once ‘Enable Lay-Bys’ is ticked all other options will become active.

6. If you wish to have Lay-By stock dockets printed for items that have been set aside for a Lay-By, ensure the ‘Print Lay-By stock dockets’ tick box is ticked (this option is selected by default).

7. To set a Lay-By period simply enter the number of months you would like the Lay-By period to be in the ‘Default Lay-By period’ field. The default for this option is 3 months but it is easily changeable.

8. If you wish you can set a ‘Minimum deposit’ (percentage) for the Lay-By. The default minimum deposit is set to 20% of the items total sale price (see Figure 1.14.3).
Note: This will display the minimum payment amount in the Lay-By screen

9. The option ‘Round payments up to nearest’ can be set as required for the Lay-By payments. The default for this option is $1.00, (see Figure 1.14.4). If you do not wish to round a payment amount you may leave this field blank.

10. To set a minimum payment for all Lay-Bys, enter a dollar amount into the ‘Minimum payment’ field. The default for this option is $0.00 (see Figure 1.14.4).

11. You will need to set a ‘Payment frequency’. There are three options (see Figure 1.14.5)

• Weekly,
• Fortnightly,
• Monthly.

Select the payment frequency you desire. The default for this option is ‘Fortnightly’. A ‘Payment Schedule’ will be calculated based on this option.

12. The final option to set in the Lay-By Tab is ‘When cancelling Lay-By or removing items from Lay-By’ (see Figure 1.14.6). You have one of two options to set:

• You can credit the Lay-By customer by placing the value of the payments made onto a debtor account; or
• You can choose to refund the value of a Lay-By (minus the cancellation fee) to the customer. This is the default option.

Note: The cancellation fee is by default equal to the deposit, however, this can be changed at the time the refund is to be given.

13. If required you may set a message to appear on the Lay-By statement. This is generally the store’s Terms and Conditions for the Lay-By (see Figure 1.14.7).

15. Once all the options are set, select OK (see Figure 1.14.7).

Note: These options can be set or changed at any time via the Tools Options Lay-Byab.