1. Create a New Layaway
in the LayThisAway System
A step-by-step guide to creating a
new Layaway in the
LayThisAway System
2. Create a New Layaway
To create a new Layaway, click on the Create New Layaway
button. This will display a wizard that will walk you step-by-step
through the easy process of creating an LTA Layaway…
3. Create a New Layaway Step 1
The first step in creating a new Layaway in the LTA system is to
determine if the Consumer (customer) is already an LTA member. Ask
them if they already have an LTA Account and if so, search for them
using one of the 6 search boxes as shown below:
If a match is found, click the Select button for the desired Consumer…
4. Create a New Layaway Step 1
If the Consumer is not already an LTA member, click the Create a
New Consumer button
5. Create a New Layaway Step 1
If the Consumer is not already an LTA member, click the Create a
New Consumer button
Clicking this button will display the Consumer Signup form on the
web page…
6. Create a New Layaway Step 2
Fill in the fields and click the Save button to create the Consumer’s account…
7. Create a New Layaway Step 2
You may mouse over any field for help with field…
8. Add Layaway Item(s)
The next step is to define what items are to be put on layaway.
Click the Add Layaway Item button to add each item…
9. Add Layaway Item(s)
A popup window will appear in which you can define each item
that will be put on layaway…
10. Add Layaway Item(s)
A popup window will appear in which you can define each item
that will be put on layaway…
Enter a description, a quantity, and a unit price at a minimum. You may
add additional information as required.
11. Add Layaway Item(s)
Here is an example:
Check the From Stock checkbox if the item is normally in stock…
You may add any notes that you may require to the item…
Click the Save Item button when you are done.
12. Add Layaway Item(s)
The popup window will close and the item that was entered will
appear in the grid…
You may click the Add Layaway Item to add additional items to
the layaway.
13. Add Layaway Item(s)
When all of the items to be put on layaway have been
entered, click on the Go to Next Step to continue
15. Define the Layaway Settings
Set the Number of
Payments the
customer wishes
to make on the
layaway...
16. Define the Layaway Settings
Select the desired
Payment Interval
from the drop
down list:
• Weekly
• Bi-weekly
• Monthly
The first and last
payment dates will
be adjusted
automatically…
17. Define the Layaway Settings
Select the desired
Down Payment
Type from the
drop down list:
• Percent of Total
• First Payment
If Percent of Total
is selected, the
Down Payment
Percent value is
used…
18. Define the Layaway Settings
If the layaway
payments are to
be placed in
escrow, select the
Yes option from
the dropdown
list…
If yes, all funds will
be placed in
escrow until the
layaway has been
fully paid.
19. Define the Layaway Settings
If the layaway
payments are to
be automatically
deduced from the
customer’s bank
account, select the
Yes option from
the dropdown
list…
20. Define the Layaway Settings
You may click the
Validate Customer
ID button to
display a popup
window to record
the information on
the Customer’s
identification.
This is optional but the
validation of this
information may be
required by your
management or local
regulations.
22. Define the Layaway Settings
At a minimum you
should set:
• Number of Payments
• Payment Interval
• Escrow Funds
• Auto Deduct
Typically this can all
be accomplished in
seconds with just a
few clicks of the
mouse.
23. Define the Layaway Settings
The right panel of the
display shows the
Layaway Calculator.
Enter the amount of
any sales or other
taxes, any shipping or
handling charges, and
any insurance or
other fees in the three
fields with a white
background….
24. Define the Layaway Settings
The Calculator will
automatically
calculate and display
the correct Layaway
Payment Amount as
you enter the values
in one or more of the
three white fields…
25. Define the Layaway Settings
The Calculator will
automatically
calculate and display
the correct Layaway
Payment Amount as
you enter the values
in one or more of the
three white fields.
Click the Next Step
button to continue…
26. Step 5 – Confirm the Layaway
The final step is to confirm the information and click the Accept and
Agree button…
27. Completing the Layaway
When you click the Accept and Agree button, the LTA system will
automatically generate a legal Layaway Agreement between
you and the Consumer and display the agreement in a popup
window that allows you to print the agreement on the spot.
Collect the Down Payment Amount from the Consumer and
have the Consumer sign the Layaway Agreement.
The Layaway Agreement will be emailed to the Consumer and
will be available to you via the Layaway Management button on
your Dashboard.
28. Summary
The Edit Layaway Settings button on the
Merchants Dashboard allows setting
defaults for the various settings. With
these defaults set, entering a layaway can
take less than 5 minutes – even less if the
customer is a repeat customer who is
already an LTA member.
29. Additional Tutorials
Click here to open the Layaway Management Tutorial in a new window.
Click here to open the Layaway Settings Tutorial in a new window.
Click here to open the Report Center Tutorial in a new window.
Click here to open the Manage Your Stores Tutorial in a new window.
