Creating a Lay-By

  1. From the Sales screen, select the ‘New Sale’ button (see Figure 1.14.8).
    2. Figure 1.14.8

    Figure 1.14.8

  2. From the ‘LOTS New Sale’ screen, enter the item(s) that you wish to place on Lay-By.
  3. Select the Lay-By button or Ctrl+L via Sale in the title bar at the top of the screen (see Figure 1.14.9).
    4. Figure 1.14.9

    Figure 1.14.9

  4. Selecting Lay-By will bring up the ‘Lay-By’ window (see Figure 1.14.10
    5. Figure 1.14.10

    Figure 1.14.10

  5. You will need to firstly select a customer to assign the Lay-By to.
  6. The ‘Start Date’ of the Lay-By will be automatically set to the current day. The ‘Finish Date’ will default to the Lay-By period previously setup in Lay-By options (Refer to Tools Options Lay-By tab Default Lay-By period). The ‘Finish Date’ can be changed to any future date if required (see Figure 1.14.11).
    Note: Double clicking the date field or pressing the [Insert] key will access a calendar function, allowing you to select the date.Also, the ‘Finish Date’ cannot be blank
    7. Figure 1.14.11

    Figure 1.14.11

  7. To take a deposit select ‘Enter Deposit (+)’ (see Figure 1.14.12), which will display the ‘Enter Lay-By Payment’ window (see Figure 1.14.12).
    Note: When a deposit is taken the Lay-By number is not assigned until the Lay-By is finalised (see Figure 1.14.12).
    8. Figure 1.14.12

    Figure 1.14.12

  8. In the ‘Total Payable’ field enter the deposit amount, select the tender type and select ‘OK’.
  9. To view all of the payments made on a Lay-By, select the ‘Payment History’ radio option. This will show all payments made over the life of the Lay-By (see Figure 1.14.13).
    10. Figure 1.14.13

    Figure 1.14.13

  10. The other option ‘Payment Schedule’ shows how much and how often a payment is expected to be made (see Figure 1.14.13).
    Note: If a payment is made sooner than expected or the payment is more/less than the expected amount, the ‘Payment Schedule’ will recalculate.
  11. Select ‘OK’ to proceed (as shown in Figure 1.14.14).
    12. Figure 1.14.14

    Figure 1.14.14

  12. Once the docket is printed out the customer will be required to sign the docket to confirm the Lay-By.
    Note: When creating a Lay-By for multiple items you will be prompted with a message asking if you wish to ‘Combine all stock Items on one docket?’ (See Figure 1.14.15). If you select No, a separate docket will print out for each Lay-By item.

    13. Figure 1.14.15

    Figure 1.14.15