"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.
    "Required Deposit" on Quote
  • 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.
 
"Required Deposit" on Quote
Note:
If the Payment option is not available on the screen, this is due to a shift not being open on this workstation.