Difference between revisions of "How do I move a deposit to another unit?"

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== Summary ==
 
== Summary ==
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This article will explain how to move a deposit taken against one vehicle over to a different vehicle.
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This article will explain how to move a deposit taken against one unit over to a different unit.
  
 
== More Information ==
 
== More Information ==
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There are '''two''' scenarios where a vehicle deposit will need to be transferred from one vehicle to another.
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There are '''two''' scenarios where a unit deposit will need to be transferred from one unit to another.
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# The first scenario is if the original vehicle sales order is being cancelled and the customer wants a different vehicle.
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# The first scenario is if the original unit sales order is being cancelled and the customer wants a different unit.
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# The second scenario is when the customer wants to keep the original vehicle sales order but move the deposit to a different vehicle.
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# The second scenario is when the customer wants to keep the original unit sales order but move the deposit to a different unit.
  
 
=== Deleting a Sales Order and Moving a Deposit ===
 
=== Deleting a Sales Order and Moving a Deposit ===
−
This method assumes 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.
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This method assumes that there is a sales order already created for the customer for a unit they no longer want but want to transfer the deposit to a different unit.
  
 
==== Deleting the Sales Order ====
 
==== Deleting the Sales Order ====
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* Go to {{Menu|{{VS}}|Vehicle Sales Documents|}}.
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* Go to {{Menu|{{VS}}|Unit Sales Documents|}}.
 
* Type the {{DataValue|[[How do I Find a Customer?|customer's Account Code]]}} in {{DataPrompt|Filter on:}} and press {{KeyPress|ENTER}}. This will list orders just for the customer in question.
 
* Type the {{DataValue|[[How do I Find a Customer?|customer's Account Code]]}} in {{DataPrompt|Filter on:}} and press {{KeyPress|ENTER}}. This will list orders just for the customer in question.
 
** Click once on the order that you want to delete and press {{KeyPress|F10}} or click {{Button|Remove}}.
 
** Click once on the order that you want to delete and press {{KeyPress|F10}} or click {{Button|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?".
 
** A message will appear asking "One or more deposits were found. Do you want to Refund now, Leave as unallocated, or Cancel the delete?".
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** Click {{Button|Leave}}. This will delete the vehicle sales order but leave the deposit on the [[How do I Find a Customer?|customer's account]].
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** Click {{Button|Leave}}. This will delete the unit sales order but leave the deposit on the [[How do I Find a Customer?|customer's account]].
  
 
==== Allocating the Deposit ====
 
==== Allocating the Deposit ====
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With the original order removed, you will now need to create a new [[Selling a unit#Add or Edit Sales Documents|Vehicle Sales Order]] for the vehicle to which the customer wants the deposit to be transferred.
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With the original order removed, you will now need to create a new [[Selling a unit#Add or Edit Sales Documents|Unit Sales Order]] for the unit to which the customer wants the deposit to be transferred.
 
** On the {{Tab|Payments}} tab, press {{KeyPress|F2}} or click {{Button|L}}.
 
** On the {{Tab|Payments}} tab, press {{KeyPress|F2}} or click {{Button|L}}.
 
** On the {{DataPrompt|Account: A}}, enter the [[How do I Find a Customer?|customer's account code]] and press {{KeyPress|ENTER}}.
 
** On the {{DataPrompt|Account: A}}, enter the [[How do I Find a Customer?|customer's account code]] and press {{KeyPress|ENTER}}.
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** On the {{DataPrompt|Vehicle :}}, either enter the vehicle stock code from the original order (which we have deleted) or press {{KeyPress|ENTER}} to show the vehicle sales deposits.
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** On the {{DataPrompt|Unit :}}, either enter the unit stock code from the original order (which we have deleted) or press {{KeyPress|ENTER}} to show the unit sales deposits.
 
** Press {{KeyPress|F5}} against the deposit you wish to allocate. An asterix "*" will appear against that deposit.
 
** Press {{KeyPress|F5}} against the deposit you wish to allocate. An asterix "*" will appear against that deposit.
 
** Press {{KeyPress|F2}} to Process the tagged Deposits. A prompt will appear asking "Are you sure you want to allocate the selected deposits?". Click {{Button|Yes}}.
 
** Press {{KeyPress|F2}} to Process the tagged Deposits. A prompt will appear asking "Are you sure you want to allocate the selected deposits?". Click {{Button|Yes}}.
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=== Moving a Deposit Without Deleting a Sales Order ===
 
=== Moving a Deposit Without Deleting a Sales Order ===
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Use this method if you have a [[Selling a unit#Creating an Order|Vehicle Sales Order]] for a vehicle but want to keep this on the system and only transfer the deposit to a different vehicle.
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Use this method if you have a [[Selling a unit#Creating an Order|Unit Sales Order]] for a unit but want to keep this on the system and only transfer the deposit to a different unit.
  
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* You will need to create a new [[Selling a unit#Creating an Order|Vehicle Sales order]], in the usual fashion.
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* You will need to create a new [[Selling a unit#Creating an Order|Unit Sales order]], in the usual fashion.
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* You will need to assign 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 [[How do I move a deposit to another unit?#Allocating the Deposit|article]].
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* You will need to assign the previously paid deposit from the original unit sales order to the one you are creating. Please follow the "Allocating the Deposit" section of this [[How do I move a deposit to another unit?#Allocating the Deposit|article]].
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* The deposit will now be allocated to the new vehicle sales order and be removed from the original.
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* The deposit will now be allocated to the new unit sales order and be removed from the original.
  
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{{Tip|text=Use this method 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.}}
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{{Tip|text=Use this method if the customer has placed a deposit on a unit that is going to take a while to arrive, and they choose to buy another unit using the deposit already paid.}}
  
 
== See also ==
 
== See also ==

Revision as of 17:31, 4 January 2019

Summary

This article will explain how to move a deposit taken against one unit over to a different unit.

More Information

There are two scenarios where a unit deposit will need to be transferred from one unit to another.

  1. The first scenario is if the original unit sales order is being cancelled and the customer wants a different unit.
  2. The second scenario is when the customer wants to keep the original unit sales order but move the deposit to a different unit.

Deleting a Sales Order and Moving a Deposit

This method assumes that there is a sales order already created for the customer for a unit they no longer want but want to transfer the deposit to a different unit.

Deleting the Sales Order

  • Go to " Unit Sales Unit Sales Documents".
  • Type the 'customer's Account Code' in "Filter on:" and press <Enter>. This will list orders just for the customer in question.
    • Click once on the order that you want to delete and 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 unit sales order but leave the deposit on the customer's account.

Allocating the Deposit

With the original order removed, you will now need to create a new Unit Sales Order for the unit to which the customer wants the deposit to be transferred.

    • On the [Payments] tab, press <F2> or click [L].
    • On the "Account: A", enter the customer's account code and press <Enter>.
    • On the "Unit :", either enter the unit stock code from the original order (which we have deleted) or press <Enter> to show the unit sales deposits.
    • Press <F5> against the deposit you wish to allocate. An asterix "*" will appear against that deposit.
    • 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

Use this method if you have a Unit Sales Order for a unit but want to keep this on the system and only transfer the deposit to a different unit.

  • You will need to create a new Unit Sales order, in the usual fashion.
  • You will need to assign the previously paid deposit from the original unit 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 new unit sales order and be removed from the original.
Use this method if the customer has placed a deposit on a unit that is going to take a while to arrive, and they choose to buy another unit using the deposit already paid.

See also


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Keywords AND Misspellings
deposits, vehicle, move, vehicle order, shift, transfer, order, deposit, allocate
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