Retailer allows you to add, remove and replace items on an existing layby.
To begin, you need to first access the Layby Management screen through one of the following options:
- From the main screen of Retailer, click on Tasks -> Layby Management
- From the Point of Sale screen, click on [Ctrl]+[C] on your keyboard and select the customer
It's important that the layby always has at least one item, and that the balance paid never exceeds the total amount of the layby at any point. Consider cancelling the layby and redoing it.
If you need to apply a discount to an existing layby, it's best to add the item to the layby at its discounted sell price, and then remove the original item.
Adding Items
- In the Stock Items section, click on the Add button.
- In the Select Stock and Price screen:
- Type or scan the item's barcode or press [Enter] to open the Find Stock Screen and select the item
- Enter the quantity of the item
- Enter the selling price of the item (per item)
- Click on OK and then click on Save
Removing Items
- In the Stock Items section, click on the item that you would like to remove from the layby.
- Click on the Delete button.
- Click Yes to confirm deleting the item.
- Enter your Staff Initials and click OK .
- Click on Save.
Replacing Items
Make sure to add the new item(s) BEFORE removing the old item(s).
- Add the new item to the layby
- Delete the old item from the layby
- If payments made are more than the total amount of the new layby, Retailer will provide several options to deal with the extra payments:
- Create a layby prepayment
- Create a gift voucher
- Refund as cash/EFTPOS
A layby that has been fully paid can no longer have items added or removed from it. Consider cancelling the layby and setting up a new layby if required.
For information on cancelling or refunding a layby, check out: Cancelling a Layby