VISION ERP – Training Guide

312-Deposit on Sales orders                                                                                                                                   Mar  27, 2020

SO Deposits

Most salespeople get some kind of payment from the customer at the time of their sales. The payment   can be for the total of the Sales Order or just a partial payment. Upon approval of the SO by the Mgr., the payment should be processed immediately. It should not wait until installation date to be processed.

This kind of payment should not be processed as a regular payment since it is a deposit for a specific Sales Order and cannot be used for any other transaction or balance in the account.

To apply this kind of payment:

  1. Open the Sales Order
  2. Click on “Create Deposit”

 

  1. Enter amount being paid.  NS will default the amount to the total of the SO but if amount is different, just change it.

  1. Enter Payment Method.

  1. Save