(c) Profile Systems Design Group, Inc. 2025 Build: 4.008.782 Help ID: 7534
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"Required Deposit" on Quote
To automatically place a "Required Deposit" statement on a quote, a modified Quote/Sales Order is available to address this need.
The following diagram explains the affect of the Payment Terms on the printed quote document.
Sequence of Events
The customer's Quote is created.
The terms for the quote are from the customer's default terms to a "XX% Deposit Required " terms type. Within System > Support Files > Customer Terms the "XX% Deposit Required" terms was created earlier.
The Quote is provided to the customer in printed or emailed format.
Upon receipt of the deposit for the referenced Quote, the Quote is changed to a Sales Order by selecting Convert Quote within Options 2 > Convert Quote.
The system prompts the user to convert the quote to either a Sales Order or Order Pricer. In this example, select Sales Order.
The Payment button is available for the user to enter the Payment amount. The Payment is posted to the Sales Order.
The Sales Order now contains a Deposit amount thus allowing the purchaser to proceed with ordering the products.
Note:
If the Payment option is not available on the screen, this is due to a shift not being open on this workstation.
