Striven HELP
Customer Order Deposit
- Adam Sheean
- Nicholas Hallam
Follow these details on how to setup a minimum deposit for Customer Orders.
You can have many of these deposit “options” setup so when a new customer order is created it can prompt.
Here is an example:
How to change an existing deposit amount
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| 1 | Search for Tran Term and click on Enter Transaction Term Codes |
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| 2 | Set the Transaction Type to DOR by pressing F2 on Transaction Type. Press F2 on Term Code and select a Term Code
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| 3 | Change the Default Deposit % to what you wish to have as the minimum deposit if this option is selected. The user can go HIGHER than the Default Deposit %, but can not go LOWER.
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| 4 | Press F9 to save |
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| 5 | Note: you need to close POS and open it again for this to take effect. It will only be on NEW customer orders from this moment on. It will not update on existing orders. |
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How to create a new Term Code
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| 1 | Search for Tran Term and click on Enter Transaction Term Codes |
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| 2 | Set the Transaction Type to DOR by pressing F2 on Transaction Type.
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| 3 | Enter a relevant Term Code, similar to the example image, corresponding to your default deposit amount. Once entered, press 'Enter' and it should open the other fields in this window. Next, input a Description that corresponds to the deposit amount you wish to set. |
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| 4 | Change the Default Deposit % to what you wish to have as the minimum deposit if this option is selected. The user can go HIGHER than the Default Deposit %, but can not go LOWER.
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| 5 | Press F9 to save |
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| 6 | Note: you need to close POS and open it again for this to take effect. It will only be on NEW customer orders from this moment on. It will not update on existing orders. |
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How to create a deposit option in Customer Orders
If you would like to setup an additional option that appears when a Customer Order is created, follow these steps.
Details | Image | |
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| 1 | Search for Tran Term and click on Enter Transaction Term Codes |
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| 2 | Set the Transaction Type to DOR by pressing F2 on Transaction Type. Press F5 on Term Code B - Custom entered new code
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| 4 | Set the Terms Type and Payment Type to Strict Immediate Payment Change the Default Deposit % to what you wish to have as the minimum deposit if this option is selected. The user can go HIGHER than the Default Deposit %, but can not go LOWER.
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| 5 | Press F9 to save |
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| 6 | Note: you need to close POS and open it again for this to take effect. It will only be on NEW customer orders from this moment on. It will not update on existing orders. |
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