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7. Layaway & Special Order Reports

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This report shows you a detailed listing of all the customers with open layaways or special orders, along with their address and phone number and the description of each item. Alternatively, you can use this option to print mailing labels for customers with items on layaway, that you can then place on a reminder postcards.

 

This report only prints on paper or on mailing labels to see a layaway report on the screen, choose Layaway & Special Order Report from the Sales Menu.

 

When you choose this option you will see the following prompts:

 

 

         Do you want to print mailing labels only? Yes No  <Esc>=Quit

 

 

 

Choose <Y> if you want to print layaway mailing labels, or choose <N> if you want a regular report.

 

 

Only make labels for sales with a last payment date between: 12/01/99 and 12/31/99

 

 

 

You can choose to include only those customers who have not made a payment in quite some time. Above you can type in how long ago their last payment must have been in order for them to appear on the report or labels.

 

 

  Do you want to sort by Name, last payment Date or Balance due?  <Esc>=Quit

 

 

 

Choose the method that you want the report to be sorted by.

 

 

                  Do you want to re-sort? Yes No  <Esc>=Quit

 

 

 

If you sort by Date or Balance, you will be asked if you want to re-sort the report. Usually you should choose <Y>. You can choose <N> to forgo sorting if you previously sorted the file by the sort method chosen in the sort option above and have not entered any more sales since then. However, if you just ran the report sorted by name, and now are choosing a report sorted by date, you will need to sort the sales. Or if you sorted by SKU number, saw a sale was missing, added that sale (from the Sales Menu) then return to this screen, you will need to re-sort.

 

If you choose NOT to sort in a situation where you have added or changed sales since the last time you sorted by that method, the resulting report will not be accurate.

 

 

          Do you want to report the cost amounts? Yes No  <Esc>=Quit

 

 

 

Select <Y> above to show the cost, or <N> to prevent the cost from printing on the report. If you use passwording, only users with a high enough password can choose this option. For details on passwording, see the Update Passwords section of the System Maintenance Menu.

 

 

           Do you want to include special orders? Yes No  <Esc>=Quit

 

 

 

Special orders are those sales where a customer orders from a catalog because you don’t have it in stock. You may want to choose <N> to prevent them appearing on the report.

 

 

         Do you want to include zero-balance sales? Yes No  <Esc>=Quit

 

 

 

When a layaway is paid for in full, usually the items would be picked up and the sale would be marked as ‘finalized’. However, it is possible to receive all the money for a sale yet still not mark it as finalized that would cause it to still appear on layaway reports. If you don’t want to show those sales that have been paid for in full, choose <N>, otherwise choose <Y>. This is the last question for this report, and it will start sorting and/or printing right after you answer it.