Adding deposits onto a Workshop job Quick Reference Guide

CONTENTS

Introduction

Initial database setup

Adding a deposit

Making a payment towards a job 

Checking status of items

Debtors report
 

Introduction 

We have added functionality to allow you to add a deposit onto parts and labour items which are added to a workshop job via the till.  

This Quick Reference Guide (QRG) covers how to set up your database and shows the process of adding deposits and making payments. 

Initial database setup 

This functionality is protected by the exiting permission for deposits. The permission can be controlled at either User or User group level.  

Within either Admin > User Management > Edit Permissions or Admin > User Groups > Edit Permissions you can find this under the Till page within the Main Panel section: 

Adding a deposit 

Firstly, as normal,  

• add the items to the workshop job using the Add Parts Now function: 

Once you have filled in the rest of your details and clicked Create, you will be taken to the basket screen where you can add any parts or labour items you need: 

• Select which items you want to add the deposit to
• click Account Options > Deposit: 

You will then be able to input the amount you want to pay towards the transaction: 

The minimum deposit amount is based on the standard default settings for deposits, under Admin > Default Settings > Till – Minimum First Deposit (%) and Minimum first deposit for GBR (absolute value). The amount you enter into this field will be split proportionately across the items in the basket.  

Please note, outstanding workshop balances will not impact the Customer’s balance or credit status. 

Making a payment towards a job 

Once you have added an initial deposit onto a job the original Pay button within the workshop breakdown screen, will change to Add Payment: 

Clicking this will allow you to add a payment:

The amount entered here will also be split proportionately against the outstanding items in the job: 

Checking status of items 

Within the back office, you can check the status of a particular item within the Workshop Parts or Labour screens. The Paid On field will display the time and date of the last payment, as well as whether it was an initial payment, part payment or the final payment: 

The transaction Ref field will display the last associated transaction reference for that item: 

 

Debtors report 

When a customer owes money to a workshop job, they will now display on the Debtors Report: 

The report will also show the Workshop Job Number that the customer owes money towards. Clicking on the job numbers, will take you to the standard Debtors Report page which will show you the initial transactions that the customer owes towards.