Layaways are useful when customers can't take a product home right away. Whether they need to pay for it in increments, it needs to be ordered from the vendor, or more - layaways are the answer.

Create a Layaway

1. Click the Layaway icon from the Ascend desktop. Or, you can select the Sale icon (and then select the Keep open icon once you reach the transaction screen).
2. Find and select a customer.
3. In the transaction screen, the Keep open icon is automatically selected if you used the Layaway icon. If you used the Sale icon, you need to select this icon now.

4. Scan the product barcodes or use the product search to find the item(s).
   1. Note: If the product(s) being added are Serialized, you'll be prompted right away to select the serial number. And if it's a Trek item, you can register it for a Trek warranty right away. To learn more about the Trek Registration process, check out our article, Sales - Register bikes with Trek during transactions.
   2. Note: If marking an item for Special Order, the Keep Open button will automatically be selected. To learn more about the Special Order process, check out our article, Sales - Special Orders.

1. Select the correct Payment type from the payment toolbar.
   1. Note: Be sure to edit the Payment amount if the customer will only be paying a portion of the balance. Ascend will always default to the total Balance Due.

7. Click Save on the Payment prompt.
8. Click Save in the top left-hand corner to save the transaction.

Find an Open Layaway

1. Navigate to Layaways using one of these methods:
   • Hit F10 on the keyboard to open the Complete-a-sale utility if they have their receipt
   • Select the Finish Sale tile to open the Complete-a-sale utility if they have their receipt
   • Select View > Layaways if they don't have their receipt
   • Select Database Explorer tile > Sales > Layaways if they don't have their receipt

2. If they didn't have their receipt, find the layaway. You can use the dropdown and search bar to help you find the transaction.
3. Double-click on the layaway to open it.

Keep a paid-in-full transaction open

If a Layaway is paid in full, but needs to be picked up at a later date, be sure to keep the transaction open. As long as that product is still in your shop, you want to keep a record of it in Ascend to indicate that it hasn't been picked up.

To keep the transaction open, check the box for Keep transaction Open on the Change due screen when you take the final payment.

Then, when the customer returns to pick up their item(s), you can find and save the transaction. Just click Finish as a Sale when prompted.

Closing out a Layaway

1. Access the open Layaway.
2. If there is still a balance owed, select a Payment Type from the payment toolbar.
3. Click OK to the Change Due prompt.
   1. Note: If the Change Due prompt does not display, click Save in the upper left-hand corner to prompt it.

4. Click Ok and the transaction will close out as a Sale.

Closing out a Layaway with a Special Order

1. Access the open Layaway.
2. If there is still a balance owed, select a Payment Type from the payment toolbar.
3. Click Save in the upper left-hand corner.

4. The Special Order prompt will be displayed. 
   1. If you will be closing out the transaction, click Yes to remove the Special Order or Transfer status from the product(s). 
   2. If you will be keeping the transaction open longer, click No.

5. Click OK to the Change Due prompt.

6. The transaction will close out as a Sale.

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