Accepting lay-by payments on orders

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.

Procedure

1. Laybys are handled by entering the sales order and then clicking on the "PAY' action button in the Top Ribbon when receiving the initial payment.

    

   Once a payment is made against the layby, the status of the salord (layby) changes to 'In Progress'n or 'Pending' depending on whether the payment has been received in full.
   If the stock is available the stock will be allocated against this sales order.
   When you initially enter the salord to stand for the layby, the workflow status on the sales order starts off as 'None', before you enter the Payment, change the workflow status to Layby then click on the Pay button in the top ribbon to acknowledge the payment received.

   
   When the customer makes another payment on the layby you search for the sales order by filtering the workflow status = layby.

   Then click on PAY action button and enter the next payment received and tender it off using the correct tender.

    Log onto readysell

   1. Select sales
   2. Select Orders
   3. Click on New to Enter a New sales order to stand for the Layby
   4. Check the date

   5. Select workflow status ‘Layby’

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      1. Select the customer . If the customer does not have an account maybe set up a Misc customer.
      2. Enter the customer order reference.
      3. Enter the products or scan the product, qty and pricing

      4. Click on Tab = Customer

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         1. Enter more details if the customer does not exist on file eg customers name and contact details.
         2. Click on Save
            3.Then click on PAY action button from the top ribbon to enter the deposit
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               1. 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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               1. A tender window will appear

               2. Please select the correct method of Payment and click on OK

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                  1. A Invoice/ and or receipt will either print or display depending on your work station settings.
                  2. The status on the Sales Order will either change to Inprogress or Pending depending upon the value of the deposit.

                   

                   

                  Cancelling a Payment on a Layby or Order Payment

                   

                  1. Log onto readysell
                  2. Select sales
                  3. Select orders
                  4. Search for the Order and Highlight it
                  5. Click on Cancel Order
                  6. The system will pop up a Cancel Order window displaying the Paid amount, Cancellation Fee and Return Amount and Tender.

                  7. 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 0.00 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.
                     
                     

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                     1. 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
                     2. The status on that Sales orders will change to ‘Cancelled’.

                      

                     Reversing a Payment on an existing order but not cancelling the order and refunding the deposit

                      

                      

                     1. Log onto readysell
                     2. Select sales
                     3. Select orders
                     4. Search for the Order and Highlight it
                     5. Check the amount of the Payment
                     6. Click on the Pay action Button
                     7. Enter the payment in backwards and click on OK
                     8. Select the right tender being the original tender used on the initial deposit.
                     9. Click on OK
                     10. The status on the Sale changes to Open.
                     11. Make the appropriate changes to the order
                     12. Then enter the payment again.