Layaways (or lay-bys) let you set aside in-stock items for customers to pick up later, giving more flexibility to you and your customers. To reserve items that need to be ordered or transferred from another location, use a special order.

On iPad, you can access layaway features from the Manager tab.

Creating a layaway

You must have an open sale to put items on layaway.

1. Navigate to Sales > Layaway.

   

2. Add a customer to the sale.
3. Add items to the sale.
4. Click Payment and complete the sale.
5. Click Finish Sale.

Layaways can also be created through the Lightspeed Retail API.

Putting items from a sale on layaway

If you've added items to a sale already and want to put them on layaway:

1. From the Sales page, click the item's description.
2. In the Move To dropdown, select Layaway.

   

3. Click Save.
4. Click Payment and complete the sale.

You can also click Layaway All and select OK in the popup to move all items in a sale to a layaway.

Updating or completing a layaway

You can find a customer's layaways by barcode or customer name. If the customer has a receipt or an account deposit receipt, navigate to the Sales page, click the Item field, and scan the barcode to find the layaway. If the customer doesn't have a receipt, you can manually update the layaway by adding them to a sale.

When your customer comes to pick up their layaway:

1. Navigate to Sales > Layaway.

   

2. Choose a customer.

   To view all the customer's layaways, navigate to the customer’s page > click the Layaways tab. From there, you can click Checkout to continue the sale.

3. Click Complete beside the item to move it to the sale. You can also click Complete All to move all of a customer’s layaways to the sale at once.

   

4. Click Payment to add a deposit or complete the sale.
5. Click Finish Sale.

Completing a layaway at a different location

If a customer has layaway items in one of your other locations, you can complete their layaway at your current location. To do this:

1. Open a sale and attach the customer.
2. Navigate to the Layaway tab.
3. Click the Checkout icon next to the layaway item from the other location.

   

4. A pop-up message will appear asking you to choose between removing the items from your current store's inventory or removing the items from the inventory of the store where the layaway was created. Choose the appropriate option and click Confirm.

   

Managing layaway items

Viewing a customer's layaways

To view a customer’s layaways:

1. Navigate to Customers > Customers.
2. Select the customer.
3. Click Layaways. This will show an overview of the customer’s layaway purchases.

Clicking Checkout will redirect you to the Layaway tab of the Sales screen, allowing you to continue the sale.

Deleting a layaway item from a sale

You can delete a layaway item once it’s been moved to the Sales screen by clicking the trash icon (Delete) beside the item and then confirming by clicking OK in the popup.

The item will be put back into your regular inventory count. This action can't be undone.

Checking an item's layaway status

To see if inventory is on layaway:

1. Navigate to Inventory > Item Search.
2. Find the item and click it.
3. In the Reservations section, the number of items reserved for layaway will be listed.

   

4. For more information, click Layaways. This will show all instances of an item being on layaway.

   

Clicking Checkout will redirect you to the Layaway tab of the Sales screen, allowing you to continue the sale.

Viewing item history

You can view the history of an item, including layaways, by navigating to the item's page and clicking the History tab.

What's next?