- Created by admin, last modified by AdrianC on Dec 05, 2016
https://help.myob.com/wiki/x/6Qic
ANSWER ID:9385
Below is a list of Frequently Asked Questions about recording lay-by sales in RetailManager.
FAQs
When the last payment was made on the Lay-By, you answered 'No' to the question 'This lay-by has been paid in full, is the customer taking the goods?' To rectify this; simply go to the Transactions menu choose Lay-by payments or press SHIFT+F7 on your keyboard. Then enter your staff number and the customers' number. Select the outstanding lay-by and the dialog below will appear.
Click Yes. The lay-by will no longer appear in the Lay-by reports.
You can add information to the custom field at any time even if a payment is not being made on the lay-by.
For the purpose of this example, imagine a customer had an item on lay-by that cost $60. They left a deposit of $10 using cash. A week later, they returned to make another payment of $20 using EFTPOS, but you accidentally finalised the lay-by by processing $50 against the EFTPOS payment type.
You could rectify this by following the steps below.
- Go to the Tools menu select Reprint and choose Last Lay-By. This will make the refund process easier as you will be able to see what items were on the lay-by and what the total was. Also make a note of what the lay-by number was.
- Open a Sales screen and enter your staff number and the number of the customer you incorrectly finalised the lay-by for.
- Enter the barcode of the item(s) on the incorrect lay-by. In the quantity field, enter a negative quantity. For example, if the customer originally bought 1 Toaster, you would enter -1 in the quantity field.
- In the Payment Details section, press F3 on the keyboard to enter 'Comments'. Provide an explanation of why this lay-by is being refunded. Press F3 again to return to the payment details.
- Select the payment type(s) used to leave a deposit on the Lay-by. For example if a $10 deposit was left as cash, and a remaining $50 payment was made using EFTPOS, you would enter -$10 against cash and -$50 against EFTPOS. Commit the transaction.
Now that the sale has been refunded, and the item(s) on lay-by are now back in stock, you are back to a point where the incorrectly finalised lay-by has been reversed. You must now re-create the original lay-by. - Open a Sales screen and enter your staff number and the number of the customer you incorrectly finalised the lay-by for.
- Enter the barcode and quantity of the item(s) on the incorrect lay-by.
- In the Payment Details section, press F3 on the keyboard to enter 'Comments'. Provide an explanation of why this lay-by is being entered again and also enter the number of the original lay-by. Press F3 again to return to the payment details.
- Use the payment type(s) used to for the deposit on the original Lay-by. In the above example, we said that a $10 deposit was made with cash.
- Enter the correct lay-by payment amount ($20) that should have been paid off on the correct payment type (EFTPOS).
Put the balance against Lay-by and commit the transaction.
Your cashup totals for the day will be unaffected by these transactions.
You may need to inform your customer that they will have a different lay-by number on their docket when they return for their next payment, and possibly provide an explanation of why this is the case.