GEM-CAR FAQ

Loading...

Configuration of Deposit Settings

Before you start using the deposit features, you need to create:

- a deposit category;

- a deposit product.

 

After these two steps, click on Sales > Configurations > Configurations.

 

Click on the blue magnifying glass under "Product used for deposits and progressive billing".

Find deposit and click on it.

Leave the features as default and click on Save at the bottom of the page.

Click on the Sales > Configurations > Point of Sale Steps in your menu. 

Click on Deposit.

A window will open, click on Options and make sure that only the following options are marked:

  • Assign automatically when a deposit is created on the estimate. 
  • Reserved the inventory of the sale when it is at this stage.

Click on Save.

 

Posted 4 months agoby Olivier Brunel
#33476 viewsEdited 1 month ago

Contact Us

GEM-FAQ