The Layby Report lets you find all Laybys which are still outstanding, have been collected between a particular date range or for a specific customer.

Generating the Report

1. From the main screen of Retailer, click on Reports -> Sales Reports -> Layby Report.
2. Select which option you want the report to display, you can select either all customers or just one selected customer.
3. Select the date range for the report - There are 3 options here.
   
   • Show all Laybys regardless of date – This will display all Laybys. This is the most common setting.
   • Show Laybys between a date range – This will only show the Laybys with activity between a selected date range.
   • Show Laybys where the pickup date is between – This will only show the Laybys which an expected pickup date between a selected date range.
4. Select what type of balances you want to show on the report.
   
   • Show laybys regardless of balance will show all laybys
   • Only show outstanding laybys will only show laybys with a balance greater or less than $0. 
   • S how laybys that are behind payment schedule will only show laybys where the payments are behind schedule
   • Select layby status will show only laybys with the selected status. More than 1 can be ticked.
5. Set the order you wish the report to display in,  Customer Number Order, Customer Surname Order, Layby Balance or Layby Value
6. Select which Visual bands you wish to show on the report. - We recommend ticking both.
   
   • S how Layby details for each Customer  will show the transaction details for each layby a customer has for example layby date and pickup date
   • Show Transactions for each Layby  will show each stock item and payment on the layby
7. Select what display options you wish to see on the report.
   
   • Display Barcode  - Displays each products barcode
   • Show Notes  - Displays any notes added to the layby
   • Show Serial Numbers  - Displays any serial numbers for products on the layby
   • Show Cost Price  - shows the overall cost price of the layby
   • Show Margin $  - Shows the Gross Profit for the layby
8. Select which Page orientation you wish to view the report in, landscape or portrait.
   
   
   
   Note:  we recommend using landscape as some options cannot be displayed in portrait mode.
9. Click Preview or Print .

Reading the Report

 The customer name and phone number are shown on the first line.

1. Layby No. -  This is the sale stamp the layby is identified by inside Retailer.
   
2. Layby Date -  Date the layby was created
   
3. Pickup Date -  The expected pickup of the layby
   
4. Layby Value -  Total value of the layby
   
5. Deposit -  Original deposit paid on layby
   
6. Payment -  Total of payments made so far against layby
   
7. Credit -  Shows any credits that have been applied to the layby from items that were removed from the layby
   
8. Balance -  The current balance or amount owing of the layby
   
9. Cost -  Total cost of the items on layby
   
10. GP$ -  The Gross Profit in dollar terms of the entire layby
    
11. Last Date Modified -  The last time anything on the layby was changed. For example the last time a payment was made.
    
12. Status -  Current status of the layby, for example,  collected, cancelled, paid with items in store.
    
    
13. Barcode/Date -  The barcode of the item on the layby or the date of the Deposit or Payment
    
14. Item/Txn Description -  The description of the item on the layby or the transaction description.
    
15. Qty -  The quantity of the item on layby
    
16. Amount -  The amount of the item on layby or the transaction.
    
    
17. Amount Outstanding -  Total amount of the layby outstanding.