How to Add a Deposit on a Repair/Product Build Service Jobs

Deposits are an essential part of managing custom product builds or repair services. By allowing customers to place a deposit, you can secure a commitment from the customer even if the details of the job are not yet finalized. The deposit amount will automatically be included in the total during checkout. Follow this step-by-step guide to learn how to add a deposit for a custom build or repair intake.

Step 1: Access the Point of Sale Module

To get started:

1. Open your Left Navigation Menu.
   
2. Click the Sale menu option to access the Point of Sale module.
   
   
   
   
   
   

Step 2: Initiate a Repair/Service Job

1. From the Point of Sale Module, choose one of the following options.:
   
   
   • Product Build Service Job: Ideal for creating custom product builds for customers.
   • Repair Intake: For repair services when customers bring in an item for repair.
     
2. These options allow you to initiate the appropriate service or custom job for the customer based on their needs.
3. Once selected, proceed with adding the product to the cart and continue with the checkout process as usual. 

Note: If you don't know how to Initiate a Repair Intake or Custom Build a Service Job, you may refer to the articles below:

• Submit a Customer Repair Job through the POS
• How to Create a Customer Custom Build through the POS

Step 3: Add a Deposit

1. Locate the Deposit field under the selected service in the cart.
   
   
   
2. Enter the agreed-upon deposit amount. For example:
   
   
   • $670.00 for a Customer Repair Intake.
3. The deposit will be displayed in the cart and automatically calculated as part of the total during checkout.
   
   

Important Note:The deposit acts as a partial payment and will be credited as a Sales Order Credit during the final pickup. This ensures that all payments are properly accounted for and applied towards the total cost.

Reminder: If a deposit is set, the system will not allow the entire sale to be submitted as "Due on Receipt". Attempting this will trigger an error message. 

Step 4: Review and Finalize

1. Review all cart details, including the deposit amount and service descriptions, to ensure accuracy.
   
   
2. If everything is correct, proceed by clicking on the Checkout button at the bottom of the cart.
   
   
3. Complete the transaction. Once the transaction is finalized, the deposit amount will be displayed in the receipt under the item details. This allows the customer to see the deposit applied to the customer repair, providing clarity and transparency. 

• To confirm the details, navigate to the Special/Pickup Order section in the POS module. Here, you can verify that the current Sales Order has an available credit of $760.82—$670 from the deposit and $90.82 from the custom build. 
  
  

• If the service is complete and ready for pickup, add the products to the cart through the Special/Pickup Order section. The system will automatically display the available credit in the cart. 
  
  

• Proceed to checkout as normal. The credit will be automatically applied as the payment method. 

  

• If there is any remaining balance after applying the credit, it must be refunded for the sale to process. In this example we see that the sale total is $200.22. After applying the $760.82 credit, a refund of $560.60 will be issued using the Cash Payment Method.
  
  
  

            This ensures the transaction is completed smoothly while handling any remaining credit appropriately.

Troubleshooting

For any issues encountered when trying to add a Deposit, please contact Flawless POS support for assistance.