Layaway Inventory is a process that allows customer invoices to be made before the products are sent. You can update the Fulfillment status when the item is being sent from your store or warehouse to the customer or recipient's address. This process usually happens when a customer makes a transaction with Down Payment, so the customers will not going to receive the products until the payment is complete. To make the sales transactions with layaway inventory, you can follow the steps below.
Step 1. Make a Sales Transaction, then Click Fulfillment
To make a sales transaction with layaway inventory, you have to make sure that the name and the data of your customer are filled in the customer search bar because it is a must when making a sales transaction with layaway inventory to identify which customers making the down payment. After you've input the customer's data, then click on the Fulfillment.
Step 2. Change Fulfillment to Later
Change the Fulfillment status into Later (shipped to customer address).
On the Later Recipient Form, you can input different recipients if the recipient is not the same as the customers who have ordered the product.
Step 3. Pay Transaction
Input the Down Payment amount when paying the customer invoice.
After you've set the Fulfillment status to be sent later, you can input the Down payment amount for the first payment that the customer had paid. Click ok when you've done.
Step 4. Go to Orders, then Click Unpaid Invoice Number
Go to the Orders menu and find your current customer invoice number then you can click on it. The payment shows Partial status which means the invoice is not fully paid yet. The Fulfillment status is also unsent because the seller keeps holding the products until the customer has paid the remaining payment.
Step 5. Add Payment
Click on Add button on the payment form in customer invoice detail to fill the remaining payment.
Step 6. Input Amount to Pay
Step 7. Click Send in Fulfillment Form
After you've done inputting the remaining payment from the customer, now you can set the fulfillment status to be sent. To set the fulfillment status to be sent, you can click Send button on the Fulfillment form in the customer invoice detail as seen in the image below :
Step 8. Click Add to Send Products
When you clicked the Send button from the fulfillment form, you will be directed to the Outbound Logistic Form. Fill in the note and the courier if you need it. Then, click add button.
Step 9. Recheck Fulfillment Status on Orders
Go to Orders, check the customer invoice's Fulfillment and Payment statuses. The Fulfillment status will be set to Sent and the Payment status will be set to Paid when you've completed the steps above.
You might also like to read these articles below :
You also can set the delivery schedule for ordered products. To set the schedule, you can read this article : Set the Delivery Schedule for Ordered Products
In case you want to see all the unsent fulfillment from product's inventory, you can read this article : Allocated Inventory: How to See Reserved Inventory
In case you want to see the partial payment status and pays off, you can see this article : How to Add Payment to Credit Sales / Purchase