Taking a Deposit on an Order Entry Document
Taking a Deposit on a Repair Order
If your customer pays a deposit for a job, the transaction
needs to be recorded in COSTAR. On the
Repair Order add the code DEP and the amount that they have paid.
COSTAR will change this value to a negative amount
on the Repair Order so it will reduce the overall amount of the balance
outstanding on the job.
To complete processing the deposit you need to Sell the
document.
When selling the document you
will note that it does not sell the original document but creates a new Repair
Order with the original document number and the letters (DEP) after the
document number.
You will also see that
it only includes the amount specified as a deposit on the original document.
Simply sell this off using the
appropriate Tender Method.
NOTE: On the Sales Analysis Window
this will go through as 100% profit. You
have taken a payment and it is in the daily banking, but there was no cost
associated with the sale yet.
When the Repair Order is finally sold out it may
show on the Sales Analysis as a loss or very low profit.
That is because all the cost for the items is
incurred but some of the payment has already been processed on the Deposit
If you have any queries regarding Taking a Deposit on an Order Entry Document in COSTAR, please contact the Support Desk.
Related Articles
Cancelling a Deposit on an Order Entry Document
Cancelling an Order Entry Deposit To cancel a deposit simply open the Invoice/Repair Order from the WIP screen and delete all lines on the invoice except for any deposit lines. Note: One way to highlight multiple lines on an order entry document is ...Deposits on Exchange Parts
This help file explains the processing of Deposits on exchange parts from a supplier. That is, when you purchase parts and are charged a deposit that will be credited back to you when you return the old part that was being replaced. Step ...4 for 3 Promotion (Purchasing & Selling)
From time to time Suppliers will offer a promotional campaign for consumers to purchase three tyres and get the fourth tyre at no cost (FREE!). This document outlines the setup and operational procedures that should be followed so you properly ...Document Delivery Methods.
While not strictly part of these documents it is an area of COSTAR that allows you to define how and where each document type is delivered for each of your customers. By default, your new clients have all the document delivery methods set to Print. ...Marking a Repair Order as Completed
Repair Orders and Invoices have a checkbox that allows your technician to mark a job as Completed. If the work on a Repair Order is completed (i.e. just waiting for the customer to pick up the vehicle), clicking the "Completed" box changes a status ...