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.
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