The Lay-By Summary report lets you view the items that are currently on lay-by in your LOTS Stores.
To generate the lay-by summary report:
1. In the RPM menu, click Reports and then click Lay-By Summary.
The Lay-By Report screen is displayed.
2. Select the Store.
3. Select one of the Lay-By Status options:
- In Progress: This option displays the items in progress.
- Cancelled: This option displays the items that are cancelled.
- Finalised: This option displays the items that are finalised.
4. Select the Start Date From and Start Date To from the drop-down list.
5. Select the Finished Date From and Finished Date To from the drop-down list.
6. Enter the Customer Name.
7. To sort the report columns, use Sort By option.
You can sort the columns by Customer Name, Lay-By Number, Start Date, Finished Date, Status, Item Sold, Sale Total, Payments Received and Lay-By Total.
8. Select Ascending or Descending to sort the values of report columns in ascending or descending order.
9. Select View Report to view the report.
The Lay By Summary report will be generated.
Sample of Lay By Summary Report
The fields displayed in the sample report can vary depending on your selection. The items displayed have been described in the table below.
| Columns | Descriptions |
|---|---|
| Lay-By Number | The lay-by number is assigned each time the lay-by is credited. |
| Customer | The name of the Customer. |
| Start Date | The start date of the lay-by. |
| Finished Date | The end date of the lay-by. |
| Status | The status of the items in lay by, either in progress, cancelled or finished. |
| Item Sold | The number of items sold. |
| Sale Total | The total retail cost of item. |
| Payments Received | The total amount of payment received in dollars. |
| Lay-By Balance | The remaining outstanding balance. |
