Difference between revisions of "Taking a unit deposit"

From Catalyst
Jump to: navigation, search
(Bulk update)
 
(13 intermediate revisions by 3 users not shown)
Line 1: Line 1:
 
== Summary ==
 
== Summary ==
−
The following article explains the best method for posting a deposit against a vehicle.  
+
The following article explains the best method for posting a deposit against a unit.
  
 
== More Information ==
 
== More Information ==
−
Go to {{Menu|{{VS}}|Vehicle Sales Documents}}.
+
{{Units}}
 +
Go to {{Menu|{{VS}}|Unit 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 unit|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|iconsize=small|title=e.g.|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.
+
{{Example|text=Cash, Cheque or Credit Card.}}
 +
 
 +
*Click the {{DataPrompt|Print Receipt}} window 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.
 
*Click {{Button|Print}}. This will print an updated Sales order showing the reduced balance.
 
*Click {{Button|Print}}. This will print an updated Sales order showing the reduced balance.
−
** If you ticked the {{DataPrompt|Print Receipt}} Box earlier, you will get a separate receipt printed for the deposit amount.
+
** If you ticked the {{DataPrompt|Print Receipt}} window earlier, you will get a separate receipt printed for the deposit amount.
 
*Click {{Button|Accept}} to update the sales order and save the changes.
 
*Click {{Button|Accept}} to update the sales order and save the changes.
 
** 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 also ==
 
== See also ==
−
* [[Getting Started - Vehicle Sales]]
+
* [[How do I refund a unit deposit?]]
−
* [[Getting Started - Workshop]]
+
* [[How do I credit a unit?]]
−
* [[Getting Started - Stock Control]]
+
* [[How do I account for retained deposits?]]
−
* [[How do I Credit a Vehicle?]]
+
* [[How do I account for VAT on unit deposits?]]
−
* [[How do I refund a vehicle deposit?]]
+
* [[Creating a new unit]]
−
* [[Creating Vehicle models]]
+
* [[Creating a used unit]]
−
* [[Creating a New Vehicle]]
 
−
* [[Creating a New Vehicle by Copying an Existing 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 refund a vehicle deposit?|How do I Refund a Vehicle Deposit?]]
 
−
* [[Taking 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?]]
 
  
−
{{KB_Tags|Vehicle, Deposit, Payment, part, Part payment, bike, car}}
+
{{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, deposit, payment, part, part payment}}
−
{{KB_VS}} {{FAQ}} {{ZN_Admin}}
+
{{Guide}}{{Hint}}{{KB_VS}}{{ZN_Admin}}

Latest revision as of 06:29, 17 January 2019

Summary

The following article explains the best method for posting a deposit against a unit.

More Information

Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment.

Go to " Unit Sales Unit Sales Documents".

You should create a sales order as you take the deposit. See 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" window 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" window 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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, deposit, payment, part, part payment
Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=Taking_a_unit_deposit&oldid=36594"