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.

[Image placeholder] Full list view with layaways

Admin Dashboard List View

Columns

The list displays the following information for each layaway:

Column Description
Name The layaway name (auto-generated with your configured prefix)
Order The linked Shopify order number, if any
Created When the layaway was created
Location The POS location where the layaway was made
Customer The customer's name
Items Number of items in the layaway
Total Total dollar value
Status Current layaway status (Reserved, In Progress, etc.)
Payment Payment status (Pending, Paid, Partially Paid, etc.)
Fulfillment Fulfillment status

Presets

Quick-filter buttons let you jump to common views:

Preset What It Shows
All All non-archived layaways
Needs Attention Expired or canceled layaways with open orders
Reserved Layaways waiting for customers to return
Expiring Soon Layaways approaching their expiration date
In Progress Layaways with linked orders, awaiting completion
Expired Layaways past their deadline
Completed Successfully finished layaways

[Image placeholder] Preset filter buttons

Advanced Filters

For more specific searches, use the advanced filter options:

Filter Options
Status Reserved, In Progress, Completed, Expired, Canceled, Restocked
Payment Status Pending, Authorized, Partially Paid, Paid, Refunded, Voided
Fulfillment Status Filter by fulfillment state
Archived Show or hide archived layaways
Date Range Filter by creation date or expiration date

[Image placeholder] Advanced filter panel expanded

Search

Use the search bar to find layaways by name, customer name, or order number.

Sorting

Click column headers or use the sort control to order your list:

Sort Option Description
Created When the layaway was created (default)
Expires Expiration date
Name Alphabetical by layaway name
Updated Most recently modified

You can sort in ascending or descending order.

Location Filter

If you have multiple POS locations, use the location filter to see layaways from a specific store.

Pagination

The list shows 25 layaways per page. Use the pagination controls at the bottom to move between pages.

Tips

  • Start with presets for your daily workflow -- "Needs Attention" and "Expiring Soon" are especially useful to check each morning.
  • Use the Archived filter when you need to look up a past layaway.
  • Combine filters for specific searches (e.g., "Reserved" status + a specific location + expiring within the next 3 days).