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Work Order Deposits

We use work orders to process our special orders. We generally require a customer to put a 50% deposit down on the product we are ordering -- although, sometimes we make exceptions to this and charge a smaller deposit.

When a customer picks up a portion of their special order, the system automatically applies a portion of the deposit to that pickup and charges the customer the difference between the cost of the item and the amount of deposit it applied. Is there any way to override that deposit allocation? Occasionally, it causes us to charge the customer for the entire cost of their order before they receive all pieces.

Reply to
Juli
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Try layaway

Reply to
rick

Layaway appears to work exactly same as Work Orders. When the customer picks up part of their special order (whether it's rung up as a layaway or work order), RMS forces them to pay the entire balance due even though they haven't picked up all items. There doesn't appear to be any way to override the deposit amount RMS wants to apply to current transaction.

"rick" wrote:

Reply to
Juli

Use the Details function (Shift-F9), and then select "Override Deposit"

Reply to
Jason Hunt

I've tried that in it doesn't actually address the problem...in fact, it's taking us in the opposite direction from where we want to go. In fact, you can't process a transaction for an additional deposit at the same time you pick up items...these must be separate transactions.

Say the customer orders 2 items for $100 each ($200 total). I ask for a 50% deposit upon placing a special order with the balance due when the customer picks up the item. So, I take a $100 deposit (let's assume no sales tax to make things easy). One of the items comes and the customer comes to pick it up (one item is still outstanding). RMS leaves $100 of their deposit on file (to cover 100% of the price of the item not received) and then requires the customer to pay $100 to pick up their first item.

Since our real-life scenarios actually involve items that cost thousands of dollars and several months to order, our customers really care if they have to pay for their entire furniture order before they receive it.

"Jas> Use the Details function (Shift-F9), and then select "Override Deposit" > > --

Reply to
Juli

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