Overview
This Article article is intended to inform the User user on how to utilize the Layaway layaway functionality of Trident1.
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Create a Sales Order
1. Click on the Point of Sale menu
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2. Insert Enter the Customer Namecustomer’s name. Utilize the drop-down to select the Customercustomer
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3. Insert/Scan scan the Productproduct
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4. Verify the Sell Price sell price and Taxationtax
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Create a Layaway
1. Click on Manage Deposit
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2. Click on Schedule Deposit
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3. Verify the Deposit Amountdeposit amount
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Note: the Deposit deposit amount should be amount of the Sales Order sales order or amount remaining on the Sales Order
4. Click on the Period drop-down to select the Period and frequency of Payments
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5. Click on the drop-down to select the Length of the Layaway.
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6. Click on the drop-down to select the Notification Type of the Customercustomer
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7. Click on Schedule Now
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Check Scheduled Payments
Click Schedule Paymentsbutton
See Payment Schedule and Amount Due
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5. Click on Close to exit the Layaway layaway creation screen
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6. Click to save the Sales Order as Save As Pending
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Make a Layaway Payment
Open Pending Sales Order the pending sales order and click on Manage Deposit
Change Amount Required to layaway payment amount from the payment schedule
Enter the Deposit Amount from the customer
Choose Payment Method
Click Add
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6. Click to save the Sales Order sales order as Pendingpending
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VIDEO
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