How do I move a deposit to another unit?

Summary

This article will explain how to move a deposit for a 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 is if the original vehicle sales order is being cancelled and the customer wants a different vehicles, and the other option 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?". To which you need to 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:".

See Also

• How do I Find a Customer?
• How do I refund a vehicle deposit?
• How do I Account for Retained Deposits?
• Selling a Vehicle#Creating an Order

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Keywords AND Misspellings

DEPOSITS, VEHICLE, Move, VEHICLE ORDER, shift, Transfer, Order, Deposit, allocate