Deposit entries can be entered for a customer that represent a schedule of deposits due, deposits received, and deposits that have been applied to orders for the customer. To access Deposits, open the Exhibitor in detail and click Deposits down the left hand navigation menu:
Above the Deposits grid are several calculated values:
| Field Name | Comment |
|---|---|
| Total Revenue | The total charged revenue for this customer (this total does not include any estimated revenue). |
| Deposits Due | Total deposits due entered on the Deposits Due tab |
| Deposits Rec'd | Total deposits received as entered on the Deposits Received Tab |
| Order Balances Due | Total balances due across all orders |
| Remaining Deposits Due | Total deposits entered less deposits already received |
| Deposits Applied | Total deposit amount that has been applied (i.e. used) in orders |
| Deposits Remaining | Total deposits remaining available to be applied to balances in orders |
Deposits Due
Add Deposit Due
To add a new deposit:
- Click "Add Deposit Due" at the top or bottom of the grid. A form appears.
- Fill in the details.
- Click Save.
| Field Name | Type |
|---|---|
| Name/Purpose | The name of the deposit (for example, initial deposit or final deposit) |
| Due Date | The due date of the deposit |
| Due Type | Amount/Percentage. Defines the deposit the below value as either a percentage of the customer's order totals or as a flat amount as entered by the user. |
| Due Amount | The Amount Due |
Edit a Deposit Due
- Open the Exhibitor and click on "Deposits" down the left hand navigation menu.
- Find the deposit on the Deposits Due tab you want to edit and click "Edit" in its row.
- Make any edits and click "Save".
Update Deposits Due - If your deposit due is entered as a percentage and you have changed the percentage as part of your edit, you should click "Update Deposits Due" above the Deposits Due grid to update the actual deposit amounts due.
Delete a Deposit Due
- Open the Exhibitor and click on "Deposits" down the left hand navigation menu.
- Find the deposit to edit and click the Trash Can icon (
) in the far right column.
- Click OK to confirm you want to delete the deposit due.
Update Deposits Due
If a deposit is entered as a percentage, you might need to re-calculate the deposit due if orders are entered after the deposit schedule is established. Clicking "Update Deposits Due" will re-calculate the actual deposits due based on the percentages entered for each deposit due entry and update the summary values above the Deposits grid.
Deposits Received
You can record any deposits received by the customer on the Deposits Received tab:
Add a Deposit Receipt
To add a new deposit receipt:
- Click on the "Deposits Received" tab in the Deposits area for the customer.
- "Add Deposit Receipt" at the top or bottom of the grid. A form appears.
- Fill in the details.
- Click Save.
| Field Name | Definition |
|---|---|
| Payment Type |
The type of Deposit provided by the customer. The values available in this drop down list are maintainable in Boomer's Keyword Manager area. Instructions may be found here: Keywords (under the Deposit Payment Keywords definition) |
| Date Received |
The date the deposit was received |
| Received Amount |
The deposit amount received by the customer |
| Reference Number |
Optional number to reference this deposit |
| Notes |
Optional notes about this deposit |
| Date Posted |
The date the deposit was posted |
Edit a Deposit Receipt
- Open the Exhibitor and click on "Deposits" down the left hand navigation menu.
- Click the "Deposits Received" tab.
- Find the deposit to edit and click "Edit" in its row.
- Make any edits and click "Save".
If you have applied any portion of the deposit received, you will not be able to edit it.
Delete a Deposit Receipt
- Open the Exhibitor and click on "Deposits" down the left hand navigation menu.
- Click the "Deposits Received" tab.
- Find the deposit to edit and click the Trash Can icon in the far right column.
- Click "OK" to confirm you want to delete the deposit receipt.
If you have applied any portion of the deposit received, you will not be able to delete it.
Deposits Applied
The deposit entries listed on this tab represent the portion of the deposit(s) received that have been applied to orders for this customer:
Applying a Deposit to an Order
Once deposits have been received, those deposits may be applied in a payment for one or more orders. Apply a payment to an order as you normally would but choose "Deposit Withdrawal" as the payment method:
If you do not see Deposit Withdrawal in the Payment Method drop down list of values, you may need to activate that payment method in your store. See Configure the Deposit Withdrawal Payment Method for simple instructions.
Applying a Deposit to Multiple Orders
You can apply a single deposit across multiple orders in order to quickly settle the balances of those orders. This option is available at the top of the Orders grid:
After selecting Apply Deposits, a screen appears listing all orders connected to customers who have available deposit balances that can be applied:
You can select any combination of orders, or click the selection box in the upper left corner of the grid to choose all. Boomer will then attempt to process the deposit against the selected orders, starting with the earliest created order. If there is not enough deposit to settle the balances of all orders, the balances will remain and those totals reflected in the results grid.