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
Click Schedule Payments
See Payment Schedule and Amount Due
5. Click Close to exit the layaway creation screen
6. Click Save As Pending
Make a Layaway Payment
Open the pending sales order and click 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
6. Click to save the sales order as pending
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Trident1POS Customer Service