Step

Action

Result

1.

Scan the layaway receipt‘s barcode, or enter the transaction number in the Scan Area.

Or,

The Transaction Details screen displays.

1.

Press F2 or touch [F2 Customer Search].

The Customer Search screen displays.

1.

Select the customer.

The customer row is highlighted.

1.

Touch [OK].

The customer name is displayed in the information panel.

1.

Press F6 or touch [F6 Transaction Search].

The Transaction Search screen displays.

1.

Select the appropriate transaction.

The row is highlighted.

1.

Touch [OK].

The Transaction Details screen displays.

1.

Select the row of the product, for which the payment is to be made and touch [Layaway].

The Layaway Item Edit Information screen displays.

1.

Touch [Fulfillment].

The Item Fulfillment Information screen displays.

1.

If needed, you may touch the Fulfillment Quantity field to enter the quantity of product being delivered with the keypad.

1.

Touch [OK].

The POS transaction screen displays.

1.

To complete the delivery, press F12 or touch [F12 Complete].

The Payment screen displays.

1.

Touch the payment type in the Tender Name list.

A keypad displays with the layaway payment amount. If there is not amount due, the amount will be zero.

1.

Touch [OK].

The payment tender type and amount are displayed, and the balance or change due updated.

1.

Click [OK].

The receipt will print, and the Change Due amount is displayed.

1.

Touch [Complete].

The transaction is cleared from the screen.

Field

Description/Activity

Layaway Item Information

Code

Displays the code of the product.

Description

Displays the description of the product.

This field enables the user to add, delete or edit the product description.

When the user selects this field a key pad is displayed on the right side grid, product description can be updated by either using a keypad or a keyboard.

The user needs to update the description if the “Open Description” checkbox is enabled in the “Product” (Inventory > Product) option of the Management Console.

Price

The field enables to edit the price amount.

When the user selects this field, the number pad is displayed on the right side grid. To change the price, the user can enter the new value.

The price is editable as per the “Price Override Lower Limit” and “Price Override Upper Limit” defined at the “Retail Profile” setup in the Management Console. Also the new price entered should not voilate the cost protection margin if it has been applied.

For example if the lower and upper price override limits are defined as 0% and 10% respectively, at the Management Console. The user at the POS for a product priced as $100 can increase the price of the product maximum till $110 but can’t decrease the price. If cost of the product is $100 and cost margin is set in amount as $2, then user will not be able to sell it less than $102 without manager override.

The user needs to update the price if the “Open Price” checkbox is enabled in the “Product” (Inventory > Product) option of the Management Console.

If the user at the Management Console has enabled the “Reason Code Details Required” or the “Comment Details Required” for “Price Override” in the “Retail Profile” assigned to the POS, an “Audit” screen is displayed.

Quantity

Displays the quantity of the product being transacted.

UoM

Tax Code

This field enables the user to reselect the tax code for the product. When the user selects this field, the various tax code(s) setup in the system are displayed on the right side grid. To select a particular code, select its row in the grid and touch the [OK] button.

If the user at the Management Console has enabled the “Reason Code Details Required” or the “Comment Details Required” for “Sale Item Tax Override” in the “Retail Profile” assigned to the POS, an “Audit” screen is displayed.

Discount

The field is displayed for the products with “Discount Allowed” checkbox enabled in the Management Console.

This field enables to offer the discount or edit the discount amount (type and value) for the product. When the user selects this field, the number pad is displayed on the right side grid. To change the amount, the user can select the type and enter the value.

If the user at the Management Console has enabled the “Reason Code Details Required” or the “Comment Details Required” for “Line Item Discount” in the “Retail Profile” assigned to the POS, an “Audit” screen is displayed.

The discount is editable as per the “Maximum Line Discount Percent Allowed” or “Maximum Line Discount Amount Allowed” defined in the “Retail Profile” (Retail Configuration>Retail Profile) option of the Management Console.

For example if the maximum line discount amount allowed is defined as $10 at the Management Console. The user at the POS for a product priced as $100 can give the discount maximum of $10.

Comment

This field enables the user to add, delete or edit the free text added to the product. When the user selects this field a key pad is displayed on the right side grid, text can be added by either using a keypad or a keyboard.

Location

This field let the user to select the location from which the fulfillment of the product will be done. Clicking this field gives the list of locations under the current store’s warehouse that are enabled for fulfillment type transactions.

*Note- this field will be visible only when location has been enabled on the enterprise and warehouse.

Layaway Plan

Displays the layaway plan selected for the product.

This field enables the user to select the layaway plan for the product. When the user selects this field, the various plan(s) setup in the system are displayed on the right side grid. To select a particular plan, select the row in the grid.

Installment Count

Displays the default installment count setup in the “Installment Count” (Inventory >Layaway Plan) option of the Management Console.

The field enables the user to reenter the number of installments to be specified in the plan.

The Installment is editable as per the “Min Installment Count” and “Max Installment Count” defined in the “Layaway Plan” (Inventory>Layaway Plan) option of the Management Console.

Installment Start Date

Displays the date on which the first installment is to be paid.

It is calculated on the basis of the number of days specified in the “First Installment Due” textbox of the “Layaway Plan” (Inventory>Layaway Plan) option in the Management Console.

Deposit

Displays the amount setup in “Deposit” field of the “Layaway Plan” (Inventory>Layaway Plan) option in the Management Console. It is the initial amount paid while booking a layaway.

The field enables to edit the deposit amount. When the user selects this field, the number pad is displayed on the right side grid. To change the amount, the user can enter the new value.

Surcharges

This field enables to add surcharge(s), delete, edit the details like surcharge amount, discount amount, tax code of the surcharge added to the product. When the user selects this field the various buttons (Add Surcharges, Delete Surcharges, Edit Surcharge) are enabled and the details of the surcharge(s) added to the transaction are displayed on the right side grid.

Paid Amount

The field displays the amount paid till date by the customer against the Layaway.

The textbox  is displayed only when the screen is opened from the “Transaction Search” screen by touching the “Layaway” button

Buttons

[Add Surcharges]

The button enables to add surcharge(s) to the fulfillment plan. Select the plan to which the surcharge is to be added and touch the button to open the “Surcharge Search” screen and select the surcharge.

[Delete Surcharges]

The button enables to delete the surcharge(s) added to the fulfillment plan.

Click on + to expand the row defining the fulfillment plan. On the surcharges tab, select the row of surcharge to be deleted and touch this button.

[Edit Surcharge]

The button enables to edit the details like surcharge amount, discount amount, tax code of the surcharge added to the transaction.

On the right side grid, select the row of surcharge to be edited and touch the button to open the “Surcharge Information” screen and edit the details.

[Installment Details]

The button enables to view the details of the installment(s) specified for the plan.

When the user touchs the button, the details of various installments setup for the plan are displayed on the right side grid.

[Layaway Payment]

The user touchs the button to accept payment against the layaway. The “AR Payment” Screen is displayed and the user enters the amount being paid by the customer.

This button is displayed only when the screen is opened from the “Transaction Search” screen by touching the “Layaway” button.

[Layaway Cancel]

The button enables the user to cancel the layaway plan on the customer’s demand.

The user touchs the button to go back to the “Transaction Details” Screen and again touchs the “Ok” button to display the “Transaction” Screen, with the details of “Layaway-Cancel” Transaction specified in the “Transaction Details” section.

The amount paid by the customer for the “Layaway” Transaction being deleted, has to be paid back to the customer on the completion of the transaction.

The “Layaway Cancel” button is displayed only when the screen is opened from the “Transaction Search” screen by touching the “Layaway” button.

[OK]

This button updates changes to the database and closes the screen.

[Cancel]

This button closes the screen.

Field

Description/Activity

Installment

Displays the serial number of the installment(s).

Installment Date

Displays the date(s) on which the installments are to be paid by the customer.

The date(s) is calculated on the basis of the following settings:

•The date specified in the field “Installment Start Date” of the “Layaways” Screen at the POS.

•The count specified in the field “Installment Count” of the “Layaways” Screen at the POS.  selected in the dropdown “Duration Type”.

•The option selected in the dropdown “Duration Type” of the “Layaway Plan” (Inventory>Layaway Plan) option in the Management Console.

For example,

   For a transaction carried out on 1/1/2008

• The date specified in the field “Installment Start Date” is 2/1/2008.

•The count specified in the field “Installment Count” is 3.

•The option selected in the dropdown “Duration Type” is “Monthly”.

•The “Installments Date(s)” will be:

2/1/2008

3/1/2008

4/1/2008

Amount

Displays the amount to be paid in the particular installment as per the Layaway Plan.

Amount Paid

Displays the amount paid by the customer in the particular installment.

Balance Amount

Displays the amount left to be paid for the installment. It is calculated as (Amount- Amount Paid).