You need to determine the Percentage required to stand for the Deposit made on the sale.
Once you have worked this out a system reference needs to be set up.
A user with administrative rights can only set this system reference up otherwise call Readysell for help.
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Setting Up A Product To Stand For The Cancellation Of A Payment On An Order or Layby
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Check and see if there is a Product Category called something like ‘ Cancel Laybys/Order Payments’. Assign the GL account for the Forfeit deposit into the field of ‘Sales’ only
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Set up product called OC as non stock product to stand for Order Cancellation. Ensure that the product category is ‘Cancel Layby/Order Payment’ category. Ensure that the Type = Order cancellation
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Overview
Readysell allows you to accept pre-payments against sale orders. This can be used to handle lay-bys. Follow this procedure to create a sales order that represents the lay-by and accept payments against that sales order.
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Readysell 8 Windows does not have a Layby module as such because generally it is a small volume. } This procedure relies on a lay-by payment product being set up. Follow the procedure at Setup of a Deposit to handle Order Payments/Eway and Lay-Bys if this has not yet been done. |
Procedure
Lay-bys are handled by entering the sales order and then clicking on the
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Pay action button in the
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top ribbon when receiving the initial payment.
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Once a payment is made against the
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lay-by, the status of the
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SALORD (
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lay-by) changes to
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"In Progress
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" or
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"Pending
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" depending on whether the payment has been received in full.
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If the stock is available the stock will be allocated against this sales order.
When you initially enter the
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SALORD to stand for the
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lay-by, the workflow status on the sales order starts off as
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"None
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", before you enter the
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payment, change the workflow status to "Layby" then click on the Pay button in the top ribbon to acknowledge the payment received.
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When the customer makes another payment on the
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lay-by you search for the sales order by filtering on the workflow status
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"Layby". Then click on
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Pay action button and enter the next payment received and tender it off using the correct tender.
Creating a lay-by
- Log onto readysellReadysell
- Select sales Sales
- Select Orders
- Click on New to Enter enter a New new sales order to stand for the Laybylay-by
- Check the date
Select workflow status
‘Layby’"Layby"
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- Select the customer. If the customer does not have an account maybe use or set up a Misc miscellaneous customer.
- Enter the customer order reference.
- Enter the products or scan the product, qty quantity and pricing
Click on
Tab =the tab Customer
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- Enter more details if the customer does not exist on file eg customers (i.e. customer's name and contact details.)
- Click on Save
Click the Pay button
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- The system will display the amount of deposit required as specified by the percentage entered into the system reference
You can overwrite the value of the deposit if you wish and click on OK to accept the payment
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- A tender window will appear
Please select the correct method of Payment and click on OK
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- A Invoice/ and or receipt will either print or display depending on your work station settings.
- The status on the Sales Order will either change to Inprogress or Pending depending upon the value of the deposit.
Cancelling a
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lay-by
- Log onto readysellReadysell
- Select sales Sales
- Select orders Orders
- Search for the Order order and Highlight highlight it
- Click on Cancel Order
- The system will pop up a Cancel Order window displaying the Paid paid amount, Cancellation Fee and Return Amount and Tender.cancellation fee and return amount and tender
If you are not charging a cancellation fee and returning the full value of the deposit taken and wanting to cancel the whole transaction, enter
a 0"$0.00" into the cancellation fee and select the tender method that best suits how you are refunding them. Normally it is the same tender that the deposit was originally taken in.
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- If a Fee is to be charged for the cancellation, enter the value or leave the full deposit and select the tender and click on OK
- The status on that Sales orders will change to ‘Cancelled’. "Cancelled"
Reversing a
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payment
- Log onto readysellReadysell
- Select sales
- Select orders
- Search for the Order order and Highlight highlight it
- Check the amount of the Paymentpayment
- Click on the Pay action Buttonbutton
- Enter the payment in backwards and click on OK
- Select the right tender being the original tender used on the initial deposit.
- Click on OK
- The status on the Sale sale changes to Openopen.
- Make the appropriate changes to the order
Then enter the payment again.