POSIM Special Orders and Layaways

The following information represents a quick guide on how to process Special Order and/or Layaway transactions.  For a full tutorial on Special Orders and Layaways, please contact webinar@posim.com for a copy of our webinar.

Creating a New Layaway or Special Order

  1. Lookup or add a customer to a new open invoice.  A customer is required for all special order and layaway transactions.
  2. Scan or add items to the invoice.
  3. Change the invoice line transaction type to layaway or special order.
  4. The required deposit will be calculated based on what is set up in General Preferences.
    • If the customer wants to deposit more than the minimum required, change the required deposit by clicking on the Ord & Lywy button (paper airplane icon) or Required Deposit button and edit the amount.
  5. Post the invoice using the desired payment method.  Note: If no amount is due simply post the invoice by choosing a  payment method.

Creating a new layaway or special order

Making Payments on an Existing Layaway or Special Order

NOTE: Existing layaways and special orders are always found under working invoices.

  1. Open working invoices.
  2. Locate the desired working invoice using the advanced search or scroll bar at the top of the window.
  3. To make a payment on the invoice, first unlock if necessary, then enter the desired payment amount under required deposit by clicking on Ord & Lywy button (paper airplane icon) or Required Deposit.
  4. Post the invoice using the desired payment method.

Make a payment screen 1

Make a payment screen 2

Finalizing a Layaway or Special Order

NOTE: Existing layaways and special orders are always found under working invoices.

  1. Open working invoices.
  2. Locate the desired working invoice using the advanced search or scroll bar at the top of the window.
  3. To finalize the invoice, unlock if necessary, then click on the Ord & Lywy button (paper airplane icon).
  4. In the Ord & Lywy screen, change all values in the shipped column to match the amount in the ordered column.
  5. Post the invoice using the desired payment method.

Finalizing a layaway or special order

 

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