The Layby Report lets you see all laybys processed for customers through Retailer. It provides details of specific laybys, including the customer, the layby status, the layby balance, items on the layby, and payment history.

Generating the Report

1. On the top menu bar of Retailer, click on Reports → Sales Reports → Layby Report.
2. In Options, select between:
   
1. All Customers - This option will search all your customers with an existing layby.
   
2. Selected Customer - This option allows you to run the Layby Report for a specific customer.
   
3. In Date Range, choose the period for the report. There are three 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 display the Laybys with activity within the chosen date range.
   • Show Laybys where the pickup date is between - This will only display the Laybys with an expected pickup date within the selected date range.
4. In the additional layby search options, select between four options to filter the report:
   
   • Show Laybys Regardless of Balance - This option will display all laybys, regardless of the layby balance.
   • Only Show Outstanding Laybys (ie Balance <> $0.00) - This option will only display laybys with a balance above or below $0.
   • Show Laybys That Are Behind Payment Schedule - This will display laybys where the payments are behind schedule.
   • Select Layby Status - This will display only laybys with the selected status. More than one status can be ticked. The status options include:
     
   • Outstanding
     
   • Fully Paid Not Collected
     
   • Collected
     
   • Partially Collected
     
   • Cancelled
     
5. In Report Order, choose the sequence in which you want the report to appear:
1. Customer Number Order
   
2. Customer Surname Order
   
3. Layby Balance
   
4. Layby Value
   
6. In Visual Bands To Show On Report, you can display the individual layby details and payment history. We recommend ticking both.
   
   • Show Layby details for each Customer - This will display the transaction details for each layby a customer has, such as the layby date and pickup date.
   • Show Transactions for each Layby - This will display each stock item and payment history for the layby.
7. In Display Options, select the following display settings you want to appear on the report:
   • Display Barcode - Displays the barcode for each product.
   • Show Notes - Displays any notes added to the layby.
   • Show Serial Numbers - Displays any serial numbers for products on the layby.
   • Show Cost Price - Displays the overall cost price of the layby.
   • Show Margin $ - Displays the gross profit for the layby.
8. In Page Orientation, select whether you want 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.