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QuickBooks POS: Sell Part of a Layaway

Today where going to talk about Layaway and figuring out how you can allow the customer lo leave the store with maybe just part of the layaway of one item, so that the customer can bring the item home but you can still track their layaway. Let’s begin:

  1. On your “Order List” click “View” in Open Layaways.
  1. Open one of the layaways for example, Alissa.
  1. Here’s the Items that Alissa put in Layaway.
  1. Alissa got two Computer parts that she has on layaways.
  2. As you can see here Alissa has $14.80 Balance Due, she almost pays 60% of the total. So, Alissa requested to the seller if she can bring home one of the items she puts in Layaway.
  1. Here’s how we split up the layaway. Go to “I want to…” menu then click “Sell Items”.
  1. Click on the item that the customer wants to bring home then fill in the “Document Quantity” if how many quantities of the items.
  1. Then click “Continue”. After you click Continue, you’ll be heading automatically in “Sales Receipt” screen.
  1. Click “Yes”. This confirmation will cover the expense for the item you choose to bring home.
  1. This is the Sales Receipt for the Circuit Board as an example.
  1. When you click “Yes” on the “Confirmation” screen, the expense for the circuit board it’s going to take it out of the deposits she made on the Layaway. And so, the total here was $4 for the circuit board and we’re going to use $4 of the deposit money.
  1. Click “Save” and “Print”.
  2. The Preview of the receipt.
  1. She can now go home with the Circuit Board.

Let’s quickly view Alissa’s Layaway list after she take home the Circuit Board.

  1. On your “Order List” click “View” in Open Layaways.
  1. Right click on any of the headers, then click “Customize Columns”.
  1. Add “QTY Due”, “Sold”, and “No. of Items” on the chosen columns. Then click “Save”.
  1. You’ll see here that Alissa has 1 Quantity due which is the Computer Memory, and 1 sold Which is the Circuit Board. It will automatically update your account in Layaway.

Original Article: https://blackrockbusiness.com/quickbooks-pos-sell-part-of-a-layaway/?feed_id=364&_unique_id=60e058cc7ffb1

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Peter Eastvold - BlackRock Business

BlackRock Business is a progressive company centered on helping small and medium businesses alike. We are a proud Intuit Solution Provider (QuickBooks / POS).