Work Order Partial Close Problem

Can you convert it to a layaway? Layaways allow partial pickups with not all paid.

mickie

"Ed > Does anyone know of a way to close a partial Work Order where the deposit is

Thanks Mickie,

But the Layaway functioned similar to the Work Order. If NO deposit when tendering POS will only ask for what is being partial picked up. On a deposit less than full it will ask for the remainder of the total to be paid prior to pick up even if the total value of the picked up items is less than the deposit amount.

Ed

"Mickie" wrote:

The work around for this is confusing but here goes...

Open the workorder. Go to F9 and manually override the deposit amount with the amount you want to leave on deposit. Then process the partial pickup.

For instance, let's say the customer orders two items, each costing $500 ($1000 total). You take a 50% deposit with the balance due on delivery (ignore sales tax for now). One item arrives and you want to enter a partial pickup. Since you want to leave a $250 deposit on file for the open item, you need to change the deposit amount from $500 to $250. Then process the item pickup. It should charge the customer the balance due on their first item--$250--and leave a deposit of $250 on file.

I really dislike the Microsoft handles workorders and deposits. This soluti> Thanks Mickie,

I'd like RMS to read my mind, too.

:)

What you are describing would require that you tell RMS how much of the deposit you want applied to each line item on the work order. That sounds like more work than adjusting the deposit manually in the case of a partial pickup. Since there are so many deposit scenarios, RMS can't really satisfy all situations without some manual intervention. For example, in my business if a customer deposits $500 like in the scenario you outlined, I would typically not charge a $250 deposit when the first item is picked up. The customer has already shown good faith, and I am confident they will pay for item #2 when it arrives.

RMS does a good job of making sure that the picked up items are fully paid for at least. As for requiring additional deposits - that needs to be left up to a human at the merchant (as scary as that sounds).

Jason, I didn't offer a recommendation how MS should fix the workorder deposit. I described a work-around for how to leave only part of the deposit on file.

What the work order system currently does is OPPOSITE of what you describe. Assuming the price of item that's not being picked up is equal to or less than the deposit amount, the system keeps 100% of the customer's deposit PLUS requires the customer to pay for 100% of the item they're taking today. I would prefer if it worked the way you describe, it would be much easier to deal with.

What I wish the system would do: > I'd like RMS to read my mind, too.

I just tried to put two items on a work order - one $200 and one $800. The deposit was $500. When I picked up the $200 item, it did not charge any additional amount. When I went back and picked up the $800 (leaving the $200 item on order) the tender amount requested was $300. I don't understand your comment.

I also don't understand the problem. I tried several work order transactions, and RMS handled them correctly each time. Craig

I'm really sorry, I wrote one very important detail incorrectly (don't type without adequate coffee).

If the items still on order up are equal or GREATER than the deposit amount, RMS will require the customer to pay 100% of the item they are picking up. For instance, assume they ordered two items: one for $5,000 and one for $600. They gave me a $2,800 deposit. When the $600 item arrives first, RMS will require the customer to pay the full $600 to pick it up.

I'm on RMS version 1.2. Have the newer versions have fixed this? If so, I'll be thrilled when we upgrade to 2.0.

It's not technically difficult to override the deposit > I also don't understand the problem. I tried several work order