Did you know? You can define deposits when you create orders. Let's take a look how you can do that.
To create a new order with deposits go to the “Billing” section of the main navigation on the left side. Click the navigation item “Orders” to get to the "Order Overview".
Click the „+ Add“ button in the top left corner and the order window will open.
Now, activate the "Expert mode" slider in the top right corner, before you start filling in the data fields. This allows you to define deposits directly during the order creation process.
Select the customer you want to add the order to by clicking the "Select" button at the end of the customer entry. The order detail page is now filled with the customer data.
Select the "Business segment" from the drop-down menu and define the "Order date". Now select the "Billing timing" depending on how you want to process your order - on demand or immediately.
If you want to invoice your order on demand, learn more about it here, before you continue.
Before you continue with the purchase items, you can add one or more properties - additional data fields - to the order. Learn more about properties here
To add a purchase item click the "Add item" button and fill in the "Purchase item" data fields article number, name and description. Now, select the "Product type" from the drop-down menu. Define the amount, net price, tax rate, delivery date and service country.
Below the purchase item data is a "details table" offering you pre and post tax items and also "Agreed deposits". If you click the latter, the "Add agreed deposits" button appears for you to fill in the "name" and the "value" which is the deposit amount that is to be paid. Then select the currency from the drop-down menu.
Add further purchase items by repeating Step 4.
When you added all purchase items to the order, click the "Save" button and the order will be saved for later (if you selected on demand) or processed immediately (if you selected immediately). If you do not want to proceed with the order, click the "Discard" button and the window will close.
The order now appears in the "Order Overview". Click at the "Details" button at the end of the entry to open the order detail page, where you can see all order related info. In the table at the bottom is the "Deposits" tab where you can view the agreed deposits.
If you want to learn, how you can add vouchers and discounts to your order, this is the post for you.
Updated 3 months ago