...
This article is meant to inform the User user on how to transfer Deposits deposits from one Customer customer to another.
Use Case
John Doe has purchased a Firearm firearm for Susan Page for Christmas. John Doe has put down a Deposit deposit on the Firearm to pay for the Firearm firearm but Susan Page will be completing the Paperworkpaperwork. In order to have Susan Page complete the Paperwork, paperwork and have the Disposition disposition and Sell sell under Bettie Page, you need to be able to transfer the Deposit deposit that John Doe made to her Sales Order sales order to dispose.
Process
Deposit from Customer 1
1. Click on the Point of Sale menu
...
2. Insert the Customer Name customer’s name in Customer Name Field field
...
3. Add the Firearm firearm to the Sales Ordersales order
...
4. Click on Manage Deposit
...
5. Add a Deposit through the Payment Methods ProvidedEnter the Deposit Amount and select the Payment Method using the drop-down
...
6. Click Add
...
7. Click Save the Sales Order as Pending
...
...
If Quick Save Pending Sales Order is not Enabled:
8. Fill out the Fields fields on the Save as Pending Pop-up dialog
a. Name the
...
pending SO for easier navigation
b. Ensure Save as Pending radio button is set to Yes
c. Ensure Allocate Inventory is set to Yes
...
9. Click on Save as Pending
...
Change to Customer 2
1. Navigate to the Pending Sales Order from pending sales order for Customer 1
2. Click on the Sales Order Numberthe sales order number
...
3.Click on Switch to Edit Mode
...
4.Click in the Customer Name field
...
5. Change the Customer Name customer name to Customer 2
6. You’ll then receive various options for actions for changing Accountsaccounts
...
7. Select the Change Account Option for the situation
...
a. Option 1- If neither of the
...
customers have a
...
membership, sell price plan, or
...
discount and the
...
sell price will be the same for Customer 1 and Customer 2, select this option
b. Option 2- If one of the
...
customers has a
...
membership, sell price plan, or
...
discount that is applied or needs to be applied, select this option.
8.
...
Check Transfer Deposit checkbox
...
9. Click OK to confirm the transfer of Deposit
...
10. Click Select to validate all settings in this pop-updialog
...
Finish Sales Order for Customer 2
1. Select the SN that will be going to Customer 2
2. Click on Verify & Add Serial Number(s) to SO
...
23. Ensure Apply Deposit is checked to apply the Deposit deposit from Customer 1 that was transferred
...
34. Click on Confirm Bound Book Info to confirm the Dispositiondisposition
...
45. Verify information for the Disposition disposition for Customer 2 5including the OTSN/NTN field
6. Click on Proceed with FastBound Disposition
...
67. Click on Cash to cash out with the applied Depositdeposit
...
IF utilizing the Delayed Disposition Setting setting, dispose the Firearm out firearm on the Delayed Disposition Page page at this time.
-THE END-