Layaways

Existing Layaway Sales are processed through the "Layaways" Menu.

Layaways are generated from the Y.E.S.!™ Point-of-Sale by selecting "Layaway" as the "Pay Type" and selecting or creating a Customer name (if one does not already exist).  (Obviously you would not select "Layaway" as the Pay Type unless that Customer had some form of identification that could be stored and accessed from within Y.E.S.!™.)

• NOTE:  A Layaway is not entered into Y.E.S.!™ as a sales transaction until such time as it is fully paid off.  Likewise, Sales Tax is neither collected nor reported until the sales transaction is complete.

Layaways - General Info

A listing of all items currently in Layaway are shown in the window on the left-hand side of the screen.  Click on any item to view details of that Layaway for further processing.

The window on the left-hand side of the screen contains four (4) fields.  You can position each of these fields into view by dragging the bar between the field names.

• ID - This is the system identification number of this Layaway transaction.

• Name - Name of the Customer who made the Layaway.

• Layaway Date/Time - Date that the Layaway transaction was made.

• Layaway Amount - Total value of the Layaway transaction.

• Layaway Balance - Amount remaining to be paid before the Layaway transaction is completed.

Print Receipt button - Click on this button to generate a receipt for payments made against the Layaway by the Customer.

View Type - Select whether to display:

• All - All Layaway transactions that are in the Y.E.S.!™  database

• Completed - Only Layaway transactions which have been completed

• Cancelled - Only Layaways which have been cancelled.

Layaway Items

The Layaway Items screen displays a listing of the items that make up this particular Layaway transaction.

Layaway Payments

The Layaway Payments screen is used to actually make payments against the Customer's Layaway.  A listing of all payments made to date against the selected Layaway transaction is displayed in the right-hand window.

The Layaway Payments window displays the following information about each Layaway payment made to date:

• Payment ID - The unique identification number of each Layaway payment.

• Date - The date that each Layaway payment was made.

• Amount - The amount of each Layaway payment.

• Balance - Remaining balance on this Layaway transaction.

Buttons -

• Cancel Layaway - Click here to CANCEL a Layaway transaction and return the Customer's money.  (Sales Tax for Layaway Sales will not be returned because sales tax is only collected upon completion of the Layaway transaction.)

• Complete Layaway - Click here  to finalize a Layaway transaction after the Layaway has been paid in full.   Clicking on this button will prompt you before finalizing the Layaway transaction, as shown below.

• Make Payment - Click here to enter a payment made by the Customer against his/her Layaway.

When you click on "Make Payment", the following dialog box opens into which you enter the amount that the Customer is depositing towards his/her layaway.

Menus:

File - Exit - Closes the Layaways screen.

Reports

All Layaways (menu) -

Not Processed to Sale - Generates a report of all sales not yet processed to a completed sale transaction.

Processed To Sale - Generates a report of all sales processed to a completed sale transaction.