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Denali offers a layaway program with reports that can track the history, by item, by salesperson, by register, as well as a delinquency report and schedule report. All to the level of detail you'd like to see. An effective layaway program includes five types of transactions involved in processing layaways: contract/order, payments, pickups, cancellations, and voids.
- New Layaway: This transaction places the stock items on the layaway contract for a specified customer.
- Layaway Payment: This transaction applies scheduled payments to the layaway
contract for the specified customer.
- Pick Up Layaway: This transaction is used when the customer pays the balance due
and picks up the layaway.
- Cancel Layaway: This transaction is used to return stock items to inventory in the event
that the layaway is cancelled after posting, either by the customer or by the merchant.
Depending on how the layaway system has been set up, there may be a refund of
layaway payments to the customer, and/or there may be a restocking fee imposed.
- Void Layaway: This transaction is used when the customer or merchant decides to
cancel the layaway, but it has not yet been posted.
Layaway History Reports include:
- Transaction Type (i.e. layaway, payment, pickup)
- Customer Number and Name
- Layaway Number, Date, and Register
- Salesperson and Department
- Item, Description, and Quantity
- Amount, Extended, Tax Amount, and Total
- Sales Detail Total, Total Layaway, Total Amount Tendered, and Total Remaining on Layaway
- Receipt Number and Description (for payments)
- Options: Include Items, Payments/Pickups, Refunds, and/or Closeouts
By Item Report includes:
- Stock Number and Description
- Layaway Number and Detail Line
- Salesperson Code and Register Code
- Customer Number
- Date
- Whether the transaction was entered in Order Entry or Point of Sale
By Salesperson Report includes:
- Salesperson Code and description
- Layaway Number
- Stock Number and Description
- Date
- Quantity, Price, and Extended
By Register Report includes:
- Register Code and Description
- Layaway Number and Detail Line
- Stock Number
- Salesperson Code
- Customer Number
- Original Layaway Date
- Quantity, Price, and Extension
Delinquent Report includes:
- Customer Number and Customer Name
- Layaway Number and Initial Amount
- Initial Date and End Date
- Scheduled Payment Frequency
- Last Payment Date
- Telephone Number and Contact Name
- Stock Number and Description
- Quantity
- Amount, Extended, Tax Amount, and Total
- Scheduled Payments and Late Payments (dates, amounts, and receipt numbers)
- Options Available: Print Schedule
Schedule Report includes:
- Layaway Number and Layaway Total
- Customer Number and Name
- Initial Layaway Date
- Initial Down Payment
- Payment Due Dates and Minimum Payment Amounts Due
- Total Payment Amount
- Options: Page Break on Customer/Layaway
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