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Merchants Dashboard Features and Functions

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Page 1: Merchants Dashboard Features and Functions

Merchants Dashboard Features and Functions

A 2-minute guide to using the features and functions on the

Merchants Dashboard

Page 2: Merchants Dashboard Features and Functions

Merchants Dashboard Introduction

The eight large buttons below the menu bar are links to various functions that you will use to manage your LTA Account

Page 3: Merchants Dashboard Features and Functions

Search for Consumer

The first large blue button on the Dashboard allows you to quickly and easily search for a Consumer who has already signed up with LayThisAway…

Page 4: Merchants Dashboard Features and Functions

Search for Consumer

The first large blue button on the Dashboard allows you to quickly and easily search for a Consumer who has already signed up with LayThisAway…

Enter a full or partial search criteria in one of the 6 input boxes and click the button

Page 5: Merchants Dashboard Features and Functions

Search for Consumer

Any matches to your search criteria will be displayed in a grid below the navigation buttons. You may click the Select button on the desired row to open the Consumer’s record…

Page 6: Merchants Dashboard Features and Functions

Search for Consumer

Page 7: Merchants Dashboard Features and Functions

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…

Click here to open the Create a New Layaway Tutorial in a new window.

Page 8: Merchants Dashboard Features and Functions

Layaway Management

The Layaway Management button allows you to view, manage and report on all of your Layaways for all of your Stores. You may also use this to record payments made by your Consumers.

Click here to open the Layaway Management Tutorial in a new window.

Page 9: Merchants Dashboard Features and Functions

Help Center

Clicking the Help Center button will display the Merchants Help Center Page with detailed articles, videos, and answers to Frequently Asked Questions…

Page 10: Merchants Dashboard Features and Functions

Report Center

The Report Center button on the Dashboard allows you to quickly and easily perform ad-hoc queries or generate summary or detailed reports on all your Layaways and interactions with the LayThisAway system.

Click here to open the Report Center Tutorial in a new window.

Page 11: Merchants Dashboard Features and Functions

Your Account Info

The Your Account Info button displays your LTA Account information and allows you to edit and change information such as your address, phone numbers, email address, etc.

Page 12: Merchants Dashboard Features and Functions

Edit Layaway Settings

The Edit Layaway Settings button allows you to edit and manage the various settings for your Layaways and apply these settings to all of your Stores or on a Store-by-Store basis.

Click here to open the Layaway Settings Tutorial in a new window.

Page 13: Merchants Dashboard Features and Functions

Manage Your Stores

The Manage Your Stores button allows you to manage your Store (or Stores if you have multiple Stores) and to add a new Store.

Click here to open the Manage Your Stores Tutorial in a new window.