Knowledge Base

Retail Express

Create a Layby

Laybys allow the customer to reserve products but pay the full total of the sale at a later date e.g. Christmas laybys.

When a Layby transaction is processed the inventory is updated to:

Reduce the Available Stock
Increase the Allocated stock (to show it has been allocated to a sale, but not yet removed from the store, and still included as stock on hand)

Tip: It's possible to process both Layby and Cash & Carry sales in the same transaction by changing the Fulfilment Method for individual products on the Products tab (see below for details)

Video Overview

Tip: Find more information on how to add payments in the POS - Make Additional Layby Payments article.

Create a Layby

To create a layby or layaway transaction:

Create a sale in POS
Add Products to the sale
Click the Pencil icon

Tip: To update individual items only click the row icon represented by a Shopping Basket in the screenshot above
Select the Fulfilment Method to Layby and Process As Sale
Click Update
The icon for the products will be updated to indicate the new Fulfilment Method
Click the Customer tab and add a customer to the sale
Click the Payments tab to take an initial payment or Deposit
Tip: You can specify the Minimum Deposit amount within the POS Order Settings
The Minimum Amount Due appears at the top of the Payment Tab, calculated based on the products with a Fulfilment Method of Layby (configured on the Products tab)
Finalise the Order, and provide a copy of the Receipt or Invoice to the customer