How do I move a deposit to another unit?
From Catalyst
Contents
Summary
This article will explain how to move a deposit taken against one vehicle over to a different vehicle.
More Information
There are two scenarios where a vehicle deposit will need to be transferred from one vehicle to another.
- The first scenario is if the original vehicle sales order is being cancelled and the customer wants a different vehicle.
- The second scenario is when the customer wants to keep the original vehicle sales order but move the deposit to a different vehicle.
Deleting a Sales Order and Moving a Deposit
This method assumes that there is a sales order already created for the customer for a vehicle they no longer want but want to transfer the deposit to a different vehicle.
Deleting the Sales Order
- Go to " Unit Sales Vehicle Sales Documents".
- Type the 'customer's Account Code' in "Filter on:" and press <Enter>. This will list orders just for the customer in question.
- Click once on the order that you want to delete and press <F10> or click [Remove].
- A message will appear asking "One or more deposits were found. Do you want to Refund now, Leave as unallocated, or Cancel the delete?".
- Click [Leave]. This will delete the vehicle sales order but leave the deposit on the customer's account.
Allocating the Deposit
With the original order removed, you will now need to create a new Vehicle Sales Order for the vehicle to which the customer wants the deposit to be transferred.
- On the [Payments] tab, press <F2> or click [L].
- On the "Account: A", enter the customer's account code and press <Enter>.
- On the "Vehicle :", either enter the vehicle stock code from the original order (which we have deleted) or press <Enter> to show the vehicle sales deposits.
- Press <F5> against the deposit you wish to allocate. An asterix "*" will appear against that deposit.
- Press <F2> to Process the tagged Deposits. A prompt will appear asking "Are you sure you want to allocate the selected deposits?". Click [Yes].
- This will show you a screen with the "Original Deposits"; "Current Balance" and "Allocated".
- Press <Esc> and the value will appear against "Previously paid deposit:".
Moving a Deposit Without Deleting a Sales Order
Use this method if you have a Vehicle Sales Order for a vehicle but want to keep this on the system and only transfer the deposit to a different vehicle.
- You will need to create a new Vehicle Sales order, in the usual fashion.
- You will need to assign the previously paid deposit from the original vehicle sales order to the one you are creating. Please follow the "Allocating the Deposit" section of this article.
- The deposit will now be allocated to the new vehicle sales order and be removed from the original.
 | Use this method if the customer has placed a deposit on a vehicle that is going to take a while to arrive, and they choose to buy another vehicle using the deposit already paid. |
See also
- How do I Find a Customer?
- Taking a Vehicle Deposit
- Selling a Vehicle
- Creating a Used Vehicle
- Creating a New Vehicle
- Adding Pictures
