Holds, Quotes, & Layaways (Cash Register Quick Start Guide)

Our system support Holds, Quotes, and Layaways. These are used for different things and are easily done with our system. First, we will briefly go over what each one does or is used for.

Holds - meant for quickly pausing a sale and then resuming it. For example, a customer brings their cart up and realizes they forgot something. The cashier can put that sale on hold and ring up a different customer and then resume the first sale without having to rescan items. The items the customer forgot are then added to the sale.

Quotes - meant for large orders and locking in a price. A customer may be planning to purchase a fish tank but doesn’t get paid until the following week. The cashier can quote a price and give it an expiration date. As long as the customer brings the quote back in before the expiration date they will get the items listed on the quote at that price.

Layaway - a purchasing agreement by which a retailer agrees to hold merchandise secured by a deposit until the price is paid in full by the customer. A customer may put a large order or item on layaway. They are given a deadline to complete all payments on the item. Once complete the customer will receive the items. If the layaway is not paid in full by the expiration date then the customer may lose what has been paid so far. Some stores only keep the initial deposit. Each store can have its own policy on this so check with your manager. The items are returned to being available for sale to others. Some stores may extend the expiration date.

Putting a sale on hold is very simple. On the sales window is a Hold button. After items are rung up click the Hold button.

Open

The sale will disappear and you can ring up a different customer. To reopen the hold click the Open hold button and then select the hold you need to switch to. Double-clicking it or highlighting it and then clicking Select will bring it back to the sales screen where you can finish it.

Open

All items rung up and any customers added will reappear and you can resume adding items needed or the sale can proceed to payment.

Holds will need to be cleared out of the system at the end of the day before the drawer can be closed. They are meant to be a short term way of saving the sale.

Quotes will be similar to Holds but are meant to last longer. They will have an expiration date that can be save the prices until that time for the customer to come back for. It does not save the items for the customer. They can sell out before the customer comes back.

1. To Quote a list of items ring them up in the register as normal

2. . Click the Quote button.

3. A window will pop up that lets you set the expiration date. It defaults to 7 days but can be shorter or longer.

After doing that you can either go Back to Sale, Save Quote, or Save & Quit.

4. Back to sale cancels the Quote.

5. Saving the quote will save in the system to be pulled up when the customer comes back.

6. Save & Print will save the quote and print a receipt so the customer has a physical record of the quote.

Example quote receipt if Save & Print is clicked :

To open and view the quote and or turn it into a sale :

1. In the Cash Register module click the Open Hold button.

2. Click the Quote tab.

3. Find the quote.

4. Highlight the quote and either double-click it or click Select.

The quote will be reloaded as a sale. It can be put on quoted again to put it back as a quote but the expiration date will have to be reset.

Layaway will allow a customer to make payments over time for the items in a sale. Layaways will require the customer in the system be attached to the sale. If not you will get this error :

The sale is rung up just like normal except the Layaway button is pressed instead after all items are rung up. To do this :

1. In the Cash Register module ring up items as normal.

2. Click the Layaway button

3. Set the Due Date.

4. Click Save when done.

This creates the layaway in the system and payments on it can now be made. The layaway will still be visible on the screen and the first payment can be made. Some stores require the first payment of a certain percentage be made at this point. This can vary by store so check with your manager. To make the first Layaway payment click Pay. The Layaway payment screen will appear and then you can have the customer make the first payment. To do this

1. Click the number pad button in the Payment Amount field to bring up a Payment Amount number pad to enter the amount to be paid.

    

2. After the amount to be paid is entered, click the Payment method button that the customer wants to use (Cash, Credit, Etc)

3. The payment will appear in the Payments section. Confirm this is correct.

4. In the Payment Totals section the remaining balance will be listed.

5. Click Save Layaway when done.

A Print Receipt window will pop up. Here you can print a store receipt and a customer receipt. The store receipt is printed with the Store Receipt button. The customer receipt is printed with the Print Now button

Example Store receipt :

Example Customer receipt

Whenever the customer wants to make additional payments the Layaway will need to be brought up in the system. To do this :

1. In the Cahs Register module click the Open Hold button.

2. Click the Layaways tab.

3. Select the layaway you want to open.

4. Either double-click or highlight and click Select on the layaway.

The layaway will be loaded in the sales window and can then have additional payment made on it using the same procedure as the first payment. Clicking Hold Layaway will put it back on hold. Additional payments will show up in the payments section until the total of the sale is complete. Items can be added and removed from the layaway and the total will automatically adjust. The expiration date will not change however although expired layaways can be continued at the store’s discretion.