partial pickup of Work Orders (special orders)

Oops, figured that out by making a work order with two $.01 items but it lead to another small question.

It appears as though the deposit is only applied to the last transaction, meaning the one that finally closes the work order. The deposit will not be applied to a partial pickup. Thus, a customer will always have to pay for the first item(s) picked up in a partial pickup situation.

Is that right or did I miss something?

Thanks.

OlyBikes wrote:

I haven't quite figured out the entire partial pickup with partial deposit thing, either--but here's what I do know.

If you have a 100% deposit, partial pickup is easy. Same for zero deposit. With 100% deposit, there's never any amount due and with zero deposit, the full amount for all picked up items is due. Pretty straightforward. Almost all of my WOs fit into these two categories, and I rarely deal with partial pickup transactions.

Let's say you take 25% down on an order for four two identical $500 bikes. One bike comes in, the other is delayed. In order to pick up the available unit, RMS will force you to take the entire $500--not the $375 you (and the customer) might expect. You may be able to circumvent this by taking an add'l deposit of $375 and then do the partial pickup (where there's now enough deposit to cover the entire amount being picked up). I will try it and see what happens.

I too would like a better understanding of how RMS applies deposits in a partial pickup, but the documentation provides no details.

Tom

If you leave the deposit at the default amount, then the deposit is evenly applied across all items when they are partially picked up. This works great, and you would think the same thing happens when you override the deposit. But it doesn't. If you override the deposit, then the deposit is not applied until the last of the items are picked up. This makes doing partial pickups a pain in the rear if you are overriding deposits. It makes absolutely no sense to me why they can't apply an overridden deposit evenly across partial pick-up's; just another frustrating lack of logic that we will probably never see fixed.

-- Jason Hunt Advanced Computer Systems

I really hate this problem, since I do a lot of special orders for furniture and things often come in at different times. Here's our workaround:

If you want to credit the customer for part of their original deposit but the customer is not picking everything up today, go into the deposit screen F9 and override the deposit with the amount you want to keep. Then go back to the main screen and finish the transaction normally. The difference between the amount you kept and the amount they originally paid will be credited back on the tender screen.

Good luck.

"OlyBikes" wrote: