Difference between revisions of "How do I move a deposit to another unit?"
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Robert Hearn (talk | contribs) (→Allocating the Deposit) |
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* [[How do I refund a vehicle deposit?]] | * [[How do I refund a vehicle deposit?]] | ||
* [[How do I Account for Retained Deposits?]] | * [[How do I Account for Retained Deposits?]] | ||
| − | * [[Selling a Vehicle#Creating an Order]] | + | * [[Selling a Vehicle#Creating an Order|Creating an Order]] |
| − | + | * [[Selling a Vehicle]] | |
{{FAQ}}{{KB_Tags|DEPOSITS, VEHICLE, Move, VEHICLE ORDER, shift, Transfer, Order, Deposit, allocate}}{{KB_VS}} | {{FAQ}}{{KB_Tags|DEPOSITS, VEHICLE, Move, VEHICLE ORDER, shift, Transfer, Order, Deposit, allocate}}{{KB_VS}} | ||
Revision as of 16:20, 8 November 2011
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
This article will explain how to move a deposit against one vehicle over to a different vehicle.
More Information
There are two scenarios where a vehicle deposit will need to be transferred from one vehicle to another.
- The first scenario is if the original vehicle sales order is being cancelled and the customer wants a different vehicles.
- The second scenario is when the customer wants to keep the original vehicle sales order but move the deposit to a different vehicle.
Deleting a Sales Order and Moving a Deposit
This method is assuming that there is a sales order already created for the customer for a vehicle they no longer want but want to transfer the deposit to a different vehicle.
Deleting the Sales Order
- Go to " Unit Sales Vehicle Sales Documents"
- Type the 'Customers Account Code' in the "Filter on:" and press <Enter>. This will list orders just for the customer in question.
- Against the order that is no longer wanted press <F10> or click [Remove].
- A message will appear asking "One or more deposits were found. Do you want to refund now, leave as unallocated, or cancel the delete?".
- Click [Leave]. This will delete the vehicle sales order but leave the deposit on the Customers account.
Allocating the Deposit
With the original order removed, you will now need to create a new Vehicle Sales Order for the vehicle the customer wants the deposit to be transferred to.
- Once you are on the [Payments] tab, press <F2> or click [L].
- On the "Account: A" enter the customers account code an press [Enter].
- On the "Vehicle :" either enter the vehicle stock code from the original order (which we have deleted) or press <Enter> to show the vehicle sales deposits.
- Press <F5> against the deposit you wish to allocate. A "*" will appear.
- Press <F2> to Process the tagged Deposits. A prompt will appear asking "Are you sure you want to allocate the selected deposits?" click [Yes].
- This will show you a screen with the "Original Deposits"; "Current Balance" and "Allocated".
- Press <Esc> and the value will appear against "Previously paid deposit:".
Moving a Deposit Without Deleting a Sales Order
this method would be used if you have a Vehicle Sales Order for a vehicle but want to keep this on the system and only transfer the deposit over to a different vehicle.
- You will need to create a new Vehicle Sales order, in the usual fashion.
- You will need to add assign/allocate the previously paid deposit from the original vehicle sales order to the one you are creating. Please follow the "Allocating the Deposit" section of this article.
- The deposit will now be allocated to the vehicle on the new vehicle sales order and be removed from the original.
 | This method will be used if the customer has placed a deposit on a vehicle that is going to take a while to arrive, and they choose to buy another vehicle using the deposit already paid. |
See Also
- How do I Find a Customer?
- How do I refund a vehicle deposit?
- How do I Account for Retained Deposits?
- Creating an Order
- Selling a Vehicle
