How do I take a unit deposit without a sales order?
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Revision as of 09:47, 12 November 2014 by Richard Green (talk | contribs) (Created page with "{{Incomplete}} == Summary == This article explains how to take a deposit against a vehicle but without using a sales order. == More Information == Go to {{Menu|Systems|{{VS}...")
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Summary
This article explains how to take a deposit against a vehicle but without using a sales order.
More Information
Go to " Systems Unit Sales Deposits".
- Enter the Account of the customer or press <Ctrl+F1> to search.
- In the "Deposit Received" field enter the amount of the deposit.
- Change the "Payment Type" to the correct payment type (i.e. 'Z900' cash, 'Z901' Cheque etc).
- If the deposit is for a particular vehicle enter it in the "Vehicle Stock No" field.
- If there is one, you can also enter the agreed price in "Vehicle Agreed Price".
 | Be aware, this will lock the vehicle sales price at this value if entered. |
- You can optionally enter any notes in the "Notes" field.
- Finally press <Esc> and click [Accept] or click [Done] to save the details.
 | At the point of pressing [Accept][Accept] you can also click the [Receipt] button for a printed receipt of the deposit for the customer. |
See also
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