Difference between revisions of "Taking a unit deposit"
From Catalyst
(→See also) |
|||
| Line 5: | Line 5: | ||
Go to {{Menu|{{VS}}|Vehicle Sales Documents}}. | Go to {{Menu|{{VS}}|Vehicle Sales Documents}}. | ||
| − | You should create a sales order as you take the deposit. See [[Selling a Vehicle|Selling a Vehicle]]. | + | You should create a sales order as you take the deposit. See [[Selling a Vehicle|Selling a Vehicle HERE]]. |
*Click the {{Tab|Payments}} tab. | *Click the {{Tab|Payments}} tab. | ||
*Enter the amount for the deposit against the relevant form of payment, | *Enter the amount for the deposit against the relevant form of payment, | ||
| − | {{Example | + | |
| + | {{Example|text=Cash, Cheque or Credit Card.}} | ||
| + | |||
*Click the {{DataPrompt|Print Receipt}} Box if you want to print a separate receipt. This is not necessary if you are giving the customer a copy of the sales order. | *Click the {{DataPrompt|Print Receipt}} Box if you want to print a separate receipt. This is not necessary if you are giving the customer a copy of the sales order. | ||
*Click the {{Tab|Print and Summary}} tab. | *Click the {{Tab|Print and Summary}} tab. | ||
| Line 17: | Line 19: | ||
** If asked {{DataPrompt|Do you wish to log the payment in the Till?}} click {{Button|Yes}}. | ** If asked {{DataPrompt|Do you wish to log the payment in the Till?}} click {{Button|Yes}}. | ||
| − | == See | + | == See Also == |
| − | * [[ | + | * [[How do I refund a vehicle deposit?]] |
| − | |||
| − | |||
* [[How do I Credit a Vehicle?]] | * [[How do I Credit a Vehicle?]] | ||
| − | |||
* [[Creating Vehicle models]] | * [[Creating Vehicle models]] | ||
* [[Creating a New Vehicle]] | * [[Creating a New Vehicle]] | ||
| − | |||
* [[Creating a Used Vehicle]] | * [[Creating a Used Vehicle]] | ||
* [[How do I Deal with Vehicle Preparation/PDI?#Detailed Overview|How do I Deal with Vehicle Preparation/PDI?]] | * [[How do I Deal with Vehicle Preparation/PDI?#Detailed Overview|How do I Deal with Vehicle Preparation/PDI?]] | ||
Revision as of 08:28, 4 October 2013
Summary
The following article explains the best method for posting a deposit against a vehicle.
More Information
Go to " Unit Sales Vehicle Sales Documents".
You should create a sales order as you take the deposit. See Selling a Vehicle HERE.
- Click the [Payments] tab.
- Enter the amount for the deposit against the relevant form of payment,
 | Cash, Cheque or Credit Card. |
- Click the "Print Receipt" Box if you want to print a separate receipt. This is not necessary if you are giving the customer a copy of the sales order.
- Click the [Print and Summary] tab.
- Click [Print]. This will print an updated Sales order showing the reduced balance.
- If you ticked the "Print Receipt" Box earlier, you will get a separate receipt printed for the deposit amount.
- Click [Accept] to update the sales order and save the changes.
- If asked "Do you wish to log the payment in the Till?" click [Yes].
See Also
- How do I refund a vehicle deposit?
- How do I Credit a Vehicle?
- Creating Vehicle models
- Creating a New Vehicle
- Creating a Used Vehicle
- How do I Deal with Vehicle Preparation/PDI?
- How do I Refund a Vehicle Deposit?
- How do I Account for Retained Deposits?
- How do I Account for Vat on Vehicle Deposits?
- How to I Purchase a vehicle from a Customer?
- What do the Colours Mean on my Vehicle Sales Orders?
- How do I Authorise a Vehicle Sales Order?
- How do I Create a New Finance Company?
- How do I get a Valuation of Vehicle Stock?
