Trident1POS Customer Service

How to Create a Layaway

Overview

This article is intended to inform the user on how to utilize the layaway functionality of Trident1.

Process

Create a Sales Order

1. Click the Point of Sale menu

 

2. Enter the customer’s name. Utilize the drop-down to select the customer

 

3. Insert/scan the product

 

4. Verify the sell price and tax

 

Create a Layaway

1. Click Manage Deposit

 

2. Click Schedule Deposit

 

3. Verify the deposit amount

 

Note: the deposit amount should be amount of the sales order or amount remaining on the Sales Order

4. Click the Period drop-down to select the frequency of Payments

 

5. Click the drop-down to select the Length of Layaway.

 

6. Click the drop-down to select the Notification Type of the customer

 

7. Click Schedule Now

Check Scheduled Payments

  1. Click Schedule Payments

     

  2. See Payment Schedule and Amount Due


5. Click Close to exit the layaway creation screen

6. Click Save As Pending


Make a Layaway Payment

  1. Open the pending sales order and click Manage Deposit

     

  2. Change Amount Required to layaway payment amount from the payment schedule

     

  3. Enter the Deposit Amount from the customer

     

  4. Choose Payment Method

     

  5. Click Add

6. Click to save the sales order as pending

 

 

VIDEO

 

Trident1POS Customer Service