Using Layaway

• Creating a Layaway

  This guide walks you through creating a new layaway from Shopify POS. Before You Begin Make sure you have: A customer selected (or ready to attach) in the POS cart The items the customer wants added to the cart Step-by-Step 1. Build the Cart Add the products the customer wants to set aside to your POS cart, just like you would for a normal sale. 2. Attach a CustomFew readers

• Completing a Layaway

  A layaway is completed when the linked Shopify order is fully paid and fulfilled. This guide covers how customers make payments and how the layaway reaches completion. The Payment Lifecycle Depending on how the layaway was created, the payment journey looks different: If Created Without a Deposit (Reserved) Customer returns to the store Staff opens the Layaway Orders tile on POS, selects the layaway, and taps "Checkout" This unreserves the layaway inventoryFew readers

• Updating a Layaway

  Sometimes a customer changes their mind about an item, or you need to extend the hold period. You can update an existing layaway directly from POS. Loading a Layaway on POS To work with an existing layaway, open the Layaway Orders tile on POS and select the layaway. You will see two options: Edit in Cart Choose this when you need to change the items, quantities, expiration, customer, or notes on the layaway. Items are loaded into the POS cart Inventory **stays reserveFew readers

Key Concepts

• Statuses

  Every layaway has a status that tells you where it is in its lifecycle. There are 6 possible statuses. Status Overview Status What It Means Reserved Layaway created without a deposit, inventory is held at the location, no order yet In Progress A Shopify order has been linked (either from a deposit at creation or when the customer returned to pay). Waiting for full payment and fulfillment. Completed Order fully paid AND fulfilled | **ExpirFew readers

• Expiration & Notifications

  Every layaway has an expiration date. The app can notify customers and managers before and after a layaway expires. Expiration Setting the Expiration Date At creation: When you create a layaway from POS, the expiration date defaults to the number of days set in your Settings (e.g., 30 days from today). You can change it on the summary screen before confirming. After creation: You can edit the expiration date from thFew readers

• Inventory

  When you create a layaway, the app reserves inventory so those items cannot be accidentally sold to someone else. This guide explains how that works. How Reservation Works When a layaway is created, the app moves each item's inventory from available to reserved at the POS location where the layaway was made. For example, if you create a layaway for 2 units of a blue t-shirt at your Main Street store: Before After Available 10 8 Reserved 0 2Few readers

• Archiving

  Layaways are archived automatically once they are finished. There is no manual archive button -- the app handles it for you. When Does a Layaway Get Archived? It depends on whether the layaway has a linked Shopify order. Without a Linked Order The layaway is archived as soon as it reaches a terminal status: Completed Expired Canceled Restocked With a Linked Order The layaway mirrors the archived status of the linked Shopify order. The layaway is archived when theFew readers

• Payments & Fulfillment

  The Layaway app does not process payments itself. Instead, it tracks payment and fulfillment information from Shopify orders linked to your layaways. Payments are made through Shopify's standard POS payment flow or via invoice. How Customers Make Payments In-Store at POS (Partial or Full Payments) Customers must come to the store in person to make partial payments. This is the primary payment method for layaways. Customer provides their layaway or order number Staff finds the ordFew readers

App Interface

• Layaway Details

  Click on any layaway in the list view (admin dashboard) to open its detail page. You can also view layaway details from the Layaway Orders tile on POS at your current location. This page shows everything about a single layaway and lets you take action on it. Line Items The main section shows all items in the layaway: Product image Product name and variantFew readers

• Managing Layaways

  You can browse layaways from two places: On POS: The Layaway Orders tile shows layaways at your current location. From there you can load a layaway into the cart to edit or pay. On the web: The admin dashboard list view (described below) gives you a full view across all locations with advanced filtering, sorting, and search. Admin Dashboard ListFew readers

• Dashboard

  The dashboard is your home page in the Layaway app. It gives you a quick overview of your layaway activity. Stats Cards At the top of the dashboard, you will see four count cards: Card What It Shows Active Total layaways currently in Reserved or In Progress status Expiring Soon Layaways approaching their expiration dateFew readers

FAQ

• FAQ

  Common questions, tips, and edge cases. General What happens if the customer wants different items when they return? No problem. If the POS order contains different items than the original layaway (e.g., the customer swaps a size or changes their mind about a product), the layaway automatically updates to match the order. The old items are unreserved, and the new items follow normal Shopify order handling. Can I reassign a layaway to a different customer? Yes, as long as the layawayFew readers

Getting Started

• Layaway Settings

  Access the Settings page from the main navigation in the admin dashboard. Here you can configure how the app behaves, how notifications look, and who gets notified. General Setting Description Range | Default Expiration Days | How many days from creation until a layaway expires, by default. Staff can override this per layaway. | 1 tFew readers

• Introduction

  What Is the Layaway App? The Layaway app lets you set aside products for customers who want to pay later or over time. When a customer picks out items, you can create a layaway that: Reserves the inventory so the items are held for the customer until a fixed deadline. Captures a deposit right away if the customer wants to put money down to pay in multiple deposits until the layaway expiration. Tracks payments as the customer pays over time — in-store at POS or in fulFew readers