Difference between revisions of "Taking a unit deposit"
From Catalyst
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== 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 vehicle. | ||
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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]]. | ||
| − | *Click the {{Tab|Payments}}. | + | *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}}. | {{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. | *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}}. | + | *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. | ||
*Click {{Button|Accept}}. The sales order will be printed. | *Click {{Button|Accept}}. The sales order will be printed. | ||
Revision as of 09:27, 22 September 2010
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.
- Click the [Payments] tab.
- Enter the amount for the deposit against the relevant form of payment
 | e.g.: 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.
- Click [Accept]. The sales order will be printed.
- If you ticked the "Print Receipt" Box earlier, you will get a separate receipt printed for the deposit amount.
- Click [Accept].
- If asked "Do you wish to log the payment in the Till?" click [Yes].
See also
