Special Order Deposits

Creating a Special Order with a Deposit

Sometimes it is necessary to take a deposit from the customer when placing a special order. It may be an expensive item that you want to make sure the customer truly wants, or a pre-order incentive may be available that requires money up front.
For information about placing a Special Order or hold, go here.

After you have initiated the Special Order process, enter a price in the Add Deposit field:

If all other info is correct, including the customer account info, tap Order and close the item listing screen.
This will add a Deposit line item to the POS screen:

Complete this like any other sale.

Result: The special order will now have a deposit and that deposit will be applied to the sale when the item is purchased. 

Selling a Special Order with Deposit

When scanning a special order label that contains a deposit (or tapping Sell from the Find Special Order list) you will get two line items; the item itself, and the deposit line.
The total amount due will be the difference between the item price + tax and the deposit.

Finish the sale in the standard method.

Cancelling a Special Order with Deposit

To cancel a Special order or Hold that has a deposit applied:

1. Look up the customer account.
2. Tap Find Special Order.
3. Select the item or items that need to cancelled.
4. Tap Complete.
   A confirmation will pop up.
   
5. Tap Complete on the pop up.
6. The Deposit will come up on screen as a credit amount.
   
   
   Something must be done with this deposit and it may not be deleted from the screen. To add it to the customer account as a credit, tap Add Credit. To give the credit to the customer as cash tap the Cash button. If they are present and the customer paid by credit card, tap Credit Card to initiate a refund.

Note: If cancelling through the relabel method, a warning will pop up and ask you to do the cancellation from the Special Order lookup and transaction method.