Create a layaway

Layaways are useful when customers can't take a product home right away. Whether they need to pay for it in increments, it needs to be ordered from the vendor, or more - Layaways are the answer!

Create a Layaway


1. Click the Layaway icon from the Ascend desktop. Or, you can select the Sale icon (and then select the Keep open icon once you reach the transaction screen).
2. Find and select a customer.
3. In the transaction screen, the Keep open icon is automatically selected if you used the Layaway icon. If you used the Sale icon, you need to select this icon now. 



4. Scan the product barcodes if available. Otherwise, use the product search bar to find the item(s). 

If the product(s) being added are serialized, you'll be prompted right away to select the serial number. And if it's a Trek item, you can register it for Trek Care right away.

5. If a payment is going to be made today, select the payment type, edit the Amount, and save the payment.
6. Select Save in the upper left corner of the transaction to save the record. 

Find an existing Layaway


1. Navigate to Layaways using one of these methods:
  • Hit F10 on the keyboard to open the Complete-a-sale utility if they have their receipt
  • Or select the Finish Sale icon to open the Complete-a-sale utility if they have their receipt
  • Select View > Layaways if they don't have their receipt
  • Select Database Explorer icon > Sales > Layaways if they don't have their receipt


2. If they didn't have their receipt, find the layaway. You can use the dropdown and search bar to help you find the transaction. 
3. Double-click on the layaway to open it. 

Keep a paid-in-full transaction open


If a Layaway is paid in full, but needs to be picked up at a later date, be sure to keep the transaction open. As long as that product is still in your shop, you want to keep a record of it in Ascend to indicate that it hasn't been picked up.

To keep the transaction open, check the box for Keep transaction Open on the Change due screen when you take the final payment.



Then, when the customer returns to pick up their item(s), you can find and save the transaction. Just click Finish as a Sale when prompted.

Additional Resources



Sales

  1. Run a sales transaction
  2. Complete a return
  3. Create a layaway
  4. Create a quote
  5. Add a customer
  6. I messed up a sale/payment. How do I fix it?
  7. Change a Tax Rate during a sale
  8. Set up a category flat tax
  9. Create a sales promotion
  10. Add or edit products for an existing sales promotion
  11. Download coupons using the Coupon Wizard
  12. Discounting By Quantity Purchased (Kits)
  13. Record a payout
  14. Sell a Gift Card
  15. Sell a Gift Certificate
  16. Issue In-Store Credit
  17. See sales totals for my customers (like what they owe us, what we owe them, and what they've spent over time)
  18. Create, edit, and use coupons
  19. Use the Cash Drawer Counter
  20. Add a country in Ascend
  21. Add a Tax Exception Reason
  22. Create custom payment types
  23. Print a large receipt for a transaction
  24. Exchange a product for a customer
  25. Use rounded payments
  26. See who took a payment
  27. Change the customer in a transaction
  28. Charge a purchase to Purchase on Account (accounts receivable)
  29. Set up Purchase on Account for a customer (accounts receivable)
  30. Close Purchase on Account for a customer (accounts receivable)
  31. Post a payment to Purchase on Account (accounts receivable)
  32. Send invoices for Purchase on Account (accounts receivable)
  33. Handle Special Order items
  34. Process a cash payment
  35. Process a check payment
  36. Process a custom payment type
  37. Process an eCommerce payment
  38. Process a financing payment
  39. Process a gift card payment
  40. Process a gift certificate payment
  41. Process an in-store credit payment
  42. Manually process a credit card, Trek Card, or gift card payment
  43. Process credit or debit card payments using the (Ingenico) payment terminal
  44. Process a Trek Card payment
  45. Process a trade-in payment
  46. Manage Discount Reasons
  47. Discount items on a transaction
  48. Create and Use Customer Groups
  49. The importance of customer data capture

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