How do I take a unit deposit without a sales order?
From Catalyst
Summary
This article explains how to take a deposit against a unit without creating a sales order.
 | When you create a sales order for this customer the deposit will be automatically allocated to the order, unless the deposit is linked to a different unit to the one listed on the sales order. |
More Information
Go to " Unit Sales Deposits".
- Enter the Account of the customer or press <Ctrl+F1> to search.
- To add a new customer click [Add].
- Complete their details then click [Done] and [Accept].
- Click [Add].
- If the deposit is for a specific unit enter the stock number in the "Unit" field.
- You may search for a unit by pressing <Ctrl+F1> to search.
- Click [Advanced].
- Enter 'STO' in the "Status" field to limit your search to In Stock units.
- Enter part of the unit description e.g. 'CBR600' in the "Search on" field at the top of the box then click [Search].
- Select the correct unit and click [Choose].
- If you have specified a unit you may also enter the agreed price in "Unit Agreed Price".
 | Be aware, this will lock the unit sales price at this value if entered. |
You may leave this field set to zero for now.
- In the "Payment Centres" section enter the amount of the deposit against the relevant payment method.
- You may record any notes in the "Notes" field.
- Finally click [Done].
- Click [Receipt] to provide the customer with a receipt.
- Click [Reprint] to keep a copy on file then click [Accept] to save the transaction.
See also
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