Difference between revisions of "Taking a Parts Deposit"

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{{Review}}
 
 
 
== Summary ==
 
== Summary ==
When processing a sale for an item it may be necessary to take a deposit. The following article explains the best way to do this.
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The following article explains how to take a deposit for a part that needs to be ordered.
  
 
== More Information ==
 
== More Information ==
When in {{Menu|Counter Operations\Stock Control|Point of Sale}}
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Go to {{Menu|Counter Operations\Stock Control|Point of Sale}}.
*Add the required item to the screen in the usual way
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*Add the required items to the screen in the usual way.
*Once all items are added  click {{Button|Checkout}} to continue. Any items that are is out of stock will be back-ordered and part of this process is to take a Full deposit with an auto genrerated customer reference.  
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{{Information|iconsize=small|title=Information|text=Items not available to sell are marked with an {{DataValue|*}} in the {{DataValue|Order}} column and highlighted in a different colour. These items will have zero or a minus quantity in the {{DataValue|Free Stock}} field}}.
{{Information|iconsize=small|title=Information|text=These are marked with a {{DataValue|*}} in the {{DataValue|Order}} column and highlighted in "Pink" are will have a zero or minus in the {{DataValue|Free Stock}} field}}
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*Once all items have been added, click {{Button|Checkout}} to continue. Any items that are out of stock will be put on order and stamped with the {{DataValue|Reference}} that you see here.
*Once you are happy with the amount and reference click the {{Button|Confirm}} button. This will take you to the usual payment screen allowing you to complete the transaction by clicking {{Button|Post}}. This will then print a deposit receipt for the customer.
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*Once you are happy with the amount and reference, click the {{Button|Confirm}} button. This will take you to the usual payment screen allowing you to complete the transaction by clicking {{Button|Post}}. This will then print a deposit receipt for the customer.
  
 
== See also ==
 
== See also ==

Revision as of 10:52, 15 September 2010

Summary

The following article explains how to take a deposit for a part that needs to be ordered.

More Information

Go to " Counter Operations\Stock Control Point of Sale".

  • Add the required items to the screen in the usual way.
Information: Items not available to sell are marked with an '*' in the 'Order' column and highlighted in a different colour. These items will have zero or a minus quantity in the 'Free Stock' field

.

  • Once all items have been added, click [Checkout] to continue. Any items that are out of stock will be put on order and stamped with the 'Reference' that you see here.
  • Once you are happy with the amount and reference, click the [Confirm] button. This will take you to the usual payment screen allowing you to complete the transaction by clicking [Post]. This will then print a deposit receipt for the customer.

See also


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Keywords AND Misspellings
Deposits, pre-pay, order, backorder, customer, customer order, parts, Parts order