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.

Readysell 8 Windows does not have a Layby module as such because generally it is a small volume. }
The PAY action button and the back dating of the Sales invoice lets customers pay in advance which is quite similar.

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 Pay action button in the top ribbon when receiving the initial payment. Once a payment is made against the lay-by, the status of the SALORD (lay-by) changes to "In Progress" 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 lay-by, 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 lay-by you search for the sales order by filtering on the workflow status "Layby". Then click on Pay action button and enter the next payment received and tender it off using the correct tender.

Creating a lay-by

Log onto Readysell
Select Sales
Select Orders
Click on New to enter a new sales order to stand for the lay-by
Check the date
Select workflow status "Layby"
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Select the customer. If the customer does not have an account use or set up a miscellaneous customer
Enter the customer order reference
Enter the products or scan the product, quantity and pricing
Click on the tab Customer
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Enter more details if the customer does not exist on file (i.e. customer's name and contact details)
Click 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 lay-by

Log onto Readysell
Select Sales
Select Orders
Search for the order and highlight it
Click on Cancel Order
The system will pop up a Cancel Order window displaying the paid amount, 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 "$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"

Reversing a payment

Log onto Readysell
Select sales
Select orders
Search for the order and highlight it
Check the amount of the payment
Click on the Pay action button
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 changes to open.
Make the appropriate changes to the order
Then enter the payment again.