Layaway Sales - Creating, Editing and Delivering an Order
Reference Number: AA-00217 Views: 7436 Created: 2012-03-10 04:23 Last Updated: 2013-09-13 12:46 0 Rating/ Voters

These Layaway instructions cover how to create a layaway as well as receiving subsequent payments. We will also cover how to edit one of these orders before it has been delivered.

NOTE: This information can be referenced in the Artisan User's Manual Version 3.0 Chapter 9.1

Putting an Item on Layaway

Enter the item into the Cash Register screen then either use CTRL + L or from the Operations Menu (CTRL + O) select 5 and then 3.


If you have not chosen a customer prior to finalizing the layaway you will be prompted for a customer here, this is required.

Once all the items are entered, in this instance we are just putting one item on layaway, either use the Operations Menu (as shown above) or use the CTRL + L short cut keys. This will move you to the payment screen.
Note -  If the customer is purchasing additional items that are not on layaway then you will need to create an separate transaction for these items. All items on a Layaway transaction are considered to be on layaway.

Original Deposit
The minimum layaway deposit for this example is 25% which is automatically reflected in the amount paid field. This amount can be adjusted either up or down depending on what is being paid at this time. You may be limited in reducing this amount if you have security settings that do not allow you to change this. Select the Payment Type and complete the sale as you normally do.

Taking A Payment
We are now ready to take a payment on this layaway.
Enter the customer name into the Cash Register screen. You will see the pending layaway in the upper part of the screen in the Open Activity area.

We are now going to apply a payment to this existing layaway. 


To apply the payment you will either click once with your mouse in the Payment field in the open activity area or you can use the short cut of CTRL+.

Payment field now high lighted with the amount outstanding showing lightly.     

Our customer is going to make a partial payment of $50. Type in 50.00 and press Enter.
You will now see the Payment is $50 and is highlighted.


 The $50.00 is now showing.  

Now finalize this sale by ether using the F10 short cut key or click with your mouse in the lower part of the screen or use the CTRL+. Once you have returned to the lower part of the screen you can add additional items if the customer is purchasing anything at this time. Take the payment as you normally do. 

Final Payment on Layaway

We are now going to take the final payment on this Layaway and allow the customer to take this item home. A Layaway is not considered a sale until it is marked delivered.
The balance on this layaway is $52.50, we will take this payment as we did in the previous example.

Once you have entered the payment and the payment type and select Save you will have this screen pop up. If the customer is now taking the item as it is paid in full you would select yes. Once you select Yes, this item is now considered a sale and has been removed from inventory. If you do select No as the customer is not taking the item the item will remain as reserved from QoH for this item and can be delivered later.

Normally you would select Yes at this point.

If you do select No because the customer did not pick up the item, but it is fully paid for,
when the customer does collect the layaway you will need to mark it delivered. Move your cursor to the open activity area of the screen and press Enter. You will then get this popup to mark the item delivered.


Note: If this is a Consignment item it will only appear on the Payout Statement once the item has been marked delivered.

Editing an Existing Layaway

As we all know only too well, customers change their minds. You were told earlier in these instructions to never open the original layaway to take a payment. The only time you would recall the original layaway is if the customer changed their mind on the items they had selected.
Recall the original layaway and make any necessary changes and then re-finalize the transaction. All deposits will still be applied to this layaway.
If the customer decides she does not want the layaway at all you would recall the original layaway and void this transaction (CTRL + V). You will be prompted that deposits have been taken against this order and do you want to continue, answer Yes. You will then see a new line item in a sale for this customer for a refund of the deposit. Finalize this transaction and select the credit type you wish to use. Either Store Credit or if you are returning the deposit to the customer select the credit type you are refunding to.

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