How do I take a unit deposit without a sales order?
From Catalyst
Summary
This article explains how to take a deposit against a unit without creating a sales order.
 | When you create a sales order for this customer the deposit will be automatically allocated to the order, unless the deposit is linked to a different unit to the one listed on the sales order. |
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 Deposits".
- Enter the Account of the customer or press <Ctrl+F1> to search.
- To add a new customer click [Add].
- Complete their details then click [Done] and [Accept].
- Click [Add].
- If the deposit is for a specific unit enter the stock number in the "Unit" field.
- You may search for a unit by pressing <Ctrl+F1> to search.
- Click [Advanced].
- Enter 'STO' in the "Status" field to limit your search to In Stock units.
- Enter part of the unit description e.g. 'CBR600' in the "Search on" field at the top of the box then click [Search].
- Select the correct unit and click [Choose].
- If you have specified a unit you may also enter the agreed price in "Unit Agreed Price".
 | Be aware, this will lock the unit sales price at this value if entered. |
You may leave this field set to zero for now.
- In the "Payment Centres" section enter the amount of the deposit against the relevant payment method.
- You may record any notes in the "Notes" field.
- Finally click [Done].
- Click [Receipt] to provide the customer with a receipt.
- Click [Reprint] to keep a copy on file then click [Accept] to save the transaction.
See also
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