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serial numbers on a layaway

Microsoft Dynamics RMS Forum

SammySue asked a question on 5 Dec 2018 9:13 AM
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Using RMS 2.0. Is there a way to add serialized inventory to a layaway?

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Kevin Antosh responded on 5 Dec 2018 6:32 PM
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Hi - I am able to add a serialized product to a layaway on RMS 2.02. I started a sales transaction, F2 to lookup a product (that is setup to have a serial number attached), added the product to the sale, looked up and selected the serial number, added a customer via F7, and the used CTRL+F8 to convert to a layaway. Then F12 to tender for the layaway deposit.  I was also able to recall the layaway using F11 and the layaway shows with the serialized product. I was also able to tender out the layaway as a sale and collect the remaining amount due. Are you experiencing issues or error messages when trying to add serialized inventory to a layaway?

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SammySue responded on 6 Dec 2018 2:15 PM
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ok, that works. Thanks!  Is there a way to go back to the layaway and add additional serialized items?

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Kevin Antosh responded on 6 Dec 2018 4:40 PM
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Yes - for a more complete overview of everything related to layaway's, go in to RMS Manager, select "help" and then perform an index search on "layaway" - you'll see about 5 different results which each display some detailed information on how to work with a layaway in RMS - very helpful and very complete!

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Kevin Antosh responded on 7 Dec 2018 8:37 AM
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Also - if you want, we do offer paid training on RMS which can be either onsite or remote depending on your location. Just let me know if you want more information (kevina@rite.us or 208-994-9404).

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