12 Layaway Transactions

A layaway item is a sale item that cannot be taken from a store when it is purchased because the customer does not pay the entire cost of the item at that time. Instead, the store reserves the item for the customer until the customer pays for the item in full.

Usually, the customer is required to fully pay for the items in a layaway within a specified time period. Once an item in a layaway has been fully paid, the customer takes possession of it from the store.

A layaway account is a customer account that includes one or more layaway items. A layaway account for which the customer does not pay the requisite amount within a given time frame is considered delinquent; the items in the layaway are restocked as saleable inventory and any non-refundable deposit or setup fees are kept by the store. Any refundable deposits or setup fees are reserved for the customer.

This chapter covers the following topics:

• Create a Layaway

• Open an Existing Layaway

• Add Items to an Existing Layaway

• Make Payment

• Edit Account

  • Add Coupon

  • Add Discount

  • Add Comment

  • View Comments

• Cancel Layaway

• Pick Up Items

• Layaway Details

  • View Layaway Payment Schedule

  • View Layaway Payment History

  • View Layaway Activity History

• View Customer

• Automatic Prompts for Accounts Requiring Attention

Layaway Maintenance on Desktop, Tablet, and Thin Client is accessible outside of a sale for editing and maintaining layaway orders.

Create a Layaway

To create a layaway:

1. Click Extended Transaction in the Shopping Cart Menu.

   Figure 12-1 Extended Transaction Menu

   

2. Click Layaway from the Extended Transaction menu.

   Figure 12-2 Layaway Search

   

3. Click New Layaway if there are no layaways associated with the customer, or no customer has been associated with the transaction.

   Note:

   If the customer has an existing layaway account and Xstore POS is configured for a Single layaway account, a new layaway cannot be created.

   If no customer is associated with the transaction, perform Associating a Customer with a Transaction and associate a customer with the transaction.

4. Add items to the transaction by searching, entering item IDs or scanning an item.

   Figure 12-3 Layaway Drawer

   

   Select the Header Overflow Menu and then select, Sell Non-Merchandise option to add non-merch items such as gift cards or gift wrapping:

   Figure 12-4 Layaway Header Overflow Menu

   

   Note:

   If an item cannot be added to a layaway, the system prompts with a message or reason the item is ineligible.

   While Xstore POS is in layaway mode, all items entered are entered as layaway items. The View Port only shows items and information for the current layaway transaction while in layaway mode.

   Note:

   If adding an item would exceed the total amount or item quantity permitted in a layaway, Xstore POS displays a warning message. Click OK to confirm the message, then either complete the layaway or remove items to add additional items.

5. After entering all the items, do the following:

   • Select Done to exit layaway mode and perform additional transaction processing.

6. Xstore POS prompts for a deposit amount.

   Figure 12-5 Deposit Amount

   

7. If necessary, change the layaway deposit amount.

8. Select the Enter key.

   • If the entered deposit amount is less than the minimum deposit amount, Xstore POS opens a warning prompt. Click OK and return to Step 7 to enter a larger deposit.

   • If you changed the deposit amount was changed in Step 7, Xstore POS prompts whether to continue with a deposit amount other than the default.

   • Click Yes to continue the transaction.

9. Click No to return to Step 7 and enter a new amount.

10. If Xstore POS prompts for the number of days in the payment period:

    1. Enter the number of days in the payment period.

    2. Select OK.

       Note:

       Xstore POS displays a confirmation prompt if the entered number exceeds to maximum payment period. Click OK and enter a new payment period.

11. If Xstore POS prompts for the number of payment periods:

    Figure 12-6 Layaway Payment Periods

    

    1. Enter the number of payment periods if different to the suggested number.

    2. Select the Enter key to continue to Tendering.

       Note:

       Xstore POS displays a confirmation prompt if the entered number exceeds the maximum number of payment periods. Click OK and enter a new payment period.

Open an Existing Layaway

To open an existing layaway:

1. Click Extended Transactions in the Shopping Cart menu.

2. Select Layaway.

   Xstore POS will open a prompt listing open layaways for the customer if associated already, or an indication that there are no open layaways, or to create a new layaway:

   1. Select the layaway. Continue with Step 6.

   2. Scan the customer's layaway receipt. Continue with Step 6.

   3. Enter criteria and select Search to search for a layaway. Continue with Step 3.

3. Enter the search criteria:

   • Account ID: ID of the Layaway.

   • Last Name: Last name of the customer associated with the layaway.

   • First Name: First name of the customer associated with the layaway.

   • Customer Number: ID of the customer associated with the layaway.

   • Phone: Phone number of the customer associated with the layaway.

4. Select Search.

   The system displays a list of all layaways that match the entered criteria.

   Figure 12-7 Layaway Search List

   

5. Select the layaway returned from the search.

   Figure 12-8 Existing Layaway

   

6. Add Items to an Existing Layaway or from the Context Menu, perform the appropriate action.

   Choose from one of the following options:

   • Cancel Layaway - To cancel the layaway and return the deposit made.

   • Make Payment - To make a payment between setting up the account and pick up.

   • Layaway Details - To view the layaway payment schedule, payment history and activity history for an existing layaway account.

   • Edit Account - To add a coupon, discount or comment to a layaway.

   • Pickup Item - To collect all or individual items that have been put aside.

   • View Customer - Shortcut to the Customer Maintenance screen to view customer details.

Add Items to an Existing Layaway

To add items to a layaway that was created in a previous transaction:

1. Open a Layaway, see Open an Existing Layaway.

2. Enter the items:

   1. Scan each item.

   2. Enter each item ID.

3. Select an option to continue the transaction:

   1. Click Exit Layaway in the Context Menu to continue adding non-layaway items to the transaction.

   2. Click Complete Transaction to proceed to tendering.

Make Payment

Customers may need to may regular payments to their layaway account between setting up and picking up the layaway. To add a layaway payment to a transaction:

1. Open a Layaway, see Open an Existing Layaway.

2. Click Make Payment from the Overflow Menu.

   Figure 12-9 Layaway Payment

   

3. Enter/change the amount of the payment.

4. Select Return.

   • If the entered amount is less than the recommended amount, Xstore POS prompts whether to continue the transaction.

     • Click Yes to continue the transaction.

     • Click No to return to Step 3 and enter a new amount.

   • If the entered amount is less than the minimum payment amount, Xstore POS opens a prompt indicating the amount is too low. Click OK to return to Step 3.

   The payment amount is added to the transaction. Continue the transaction.

Edit Account

To change details of the items assigned to a layaway:

1. Open a Layaway, see Open an Existing Layaway.

2. Click Edit Account in the Overflow Menu.

   Figure 12-10 Edit Account Menu

   

3. Perform the appropriate action:

   • Add Coupon - Add a coupon to a layaway.

   • Add Discount - Add a discount to a layaway.

   • Add Account Comment - Add a comment to a layaway.

4. Repeat Steps 2 to 3 for each action to perform.

5. Select an option to continue the transaction:

   • Click Exit Layaway in the Context Menu to continue adding non-layaway items to the transaction.

   • Click Complete Transaction to proceed to tendering.

Add Coupon

To add a coupon to a layaway:

1. Click Add Coupon in the Edit Account Menu Options.

   Figure 12-11 Layaway Add Coupon

   

2. Enter the coupon:

   1. Scan the coupon.

   2. Enter the coupon ID and select Enter.

      The coupon is applied to the layaway.

Add Discount

Two types of discounts can be added to a layaway:

• Add Item Discount

• Add Group Discount

To add an item discount:

1. Select the item.

   Figure 12-12 Item Actions

   

2. Select Add Item Discount.

3. Continue with Discount an Item.

To add a group discount to a layaway:

1. Select Edit Account in the Layaway Overflow Menu.

2. Select Add Group Discount.

3. Continue withFigure 8-9.

Add Comment

To add a comment to a layaway:

1. Open a Layaway, see Open an Existing Layaway.

2. Click Edit Account.

3. Click Add Account Comment. A comment entry window opens.

   Figure 12-13 Layaway Add Comment

   

   Enter the text of the comment.

4. Select OK.

   The comment is added to the layaway.

View Comments

To view the comments for a layaway:

1. Open a Layaway, see Open an Existing Layaway.

2. Select Edit Account.

3. Select View Account Comments.

   Figure 12-14 Account Comments

   

4. Select Back to return to the Layaway drawer.

Cancel Layaway

To cancel a layaway:

1. Open a Layaway, see Open an Existing Layaway.

2. Select Cancel Layaway.

   A confirmation prompt opens.

   Figure 12-15 Customer Present Cancel Layaway

   

   • Click Yes if the customer is present.

   • Click No if the customer is not present.

3. If the customer is present, a second confirmation prompt opens.

   Figure 12-16 Cancel Confirmation

   

4. Indicate whether to cancel the layaway:

   • Click Yes to cancel the layaway.

     The layaway is canceled and the refund amount is applied to the transaction.

   • Click No to return to the layaway without canceling it.

Pick Up Items

To pick up items in a layaway:

1. Open a Layaway, see Open an Existing Layaway.

2. Click Pick Up Item from the Context Menu.

   Xstore POS displays a list of items in the transaction available to pick up.

   Figure 12-17 Pickup Layaway Items

   

3. Select the items to be picked up:

   1. Select one or more of the individual items and then select, OK or,

   2. Click Pickup All Items to select all items to be collected.

4. Each selected item is listed as Picked Up in the item line.

   Figure 12-18 Picked Up Item

   

5. Select Done to return to the shopping cart .

Layaway Details

This option allows you to view the layaway payment schedule, payment history and activity history for an existing layaway account.

View Layaway Payment Schedule

To view the payment schedule for a layaway account:

1. Open a Layaway, see Open an Existing Layaway.

2. Select Layaway Details.

3. Select View Payment Schedule.

   Xstore POS opens a window showing the payment schedule for the account:

   Figure 12-19 Layaway Payment Schedule

   

   • Payment Date: Due date for the payment.

   • Suggested Amount: Suggest amount for the payment.

4. Click Done to return to the layaway.

View Layaway Payment History

To view the payment history for a layaway account:

1. Open a Layaway, see Open an Existing Layaway.

2. Click Layaway Details.

3. Click View Payment History.

   Xstore POS opens a window showing the payment history for the account:

   Figure 12-20 Layaway Payment History

   

   • Date: Date of the payment.

   • Store: ID of the store.

   • Register: ID of the register.

   • Transaction: Sequence number of the transaction.

   • Type: Type of payment.

   • Item ID: Item ID for the payment type.

   • Amount: Amount of the payment.

   • Status: Status of the account when the payment was made.

4. Click Done to return to the layaway.

View Layaway Activity History

To view the activity history for a layaway account:

1. Open a Layaway, see Open an Existing Layaway.

2. Click Layaway Details.

3. Click View Activity History.

   Xstore POS opens a window showing the history of all actions performed on the account:

   Figure 12-21 Layaway Activity History

   

   • Date: Date of the payment.

   • Store: ID of the store.

   • Register: ID of the register.

   • Transaction: ID of the transaction.

   • Type: Type of activity.

   • Activity - The action performed in the activity.

   • Item ID: Item ID for the action, or the ID of the item used in the action.

   • Amount: Amount of the activity.

   • Status: Status of the account when the action was performed.

4. Select Done to return to the layaway.

View Customer

To view the details of the customer:

1. Open a Layaway, see Open an Existing Layaway.

2. Select Customer Dashboard.

   Xstore POS navigates to the Customer Dashboard.

Automatic Prompts for Accounts Requiring Attention

When you associate a customer with a sale transaction, the system may determine that the customer has a layaway account that requires attention. In this case, the system may display a prompt indicating that action is required on the layaway account. These prompts can include:

• A layaway payment is due. If this is the case, indicate whether the layaway payment should be added to the current transaction.

• A layaway payment is overdue. If this is the case, indicate whether the layaway payment should be added to the current transaction.

  Note:

  This may include an overdue payment fee.

• Layaway items are available for pickup. Indicate whether the items should be picked up in the current transaction.