In BizWizard Order Manager™ Configuration menu under System Setup you can define any deposit requirements (see Order Setup) for any new order (order deposit setup). This will require the sales Associate to collect a deposit for the order before being able to save the order into the database for processing. However, there may be occasions where you wish to override the system configuration deposit requirement on an order by order basis.
To override the deposit requirement when you close the maintain order window if BizWizard Order Manager™ detects that a deposit must be requested based upon the Order Setup rules, you can simply click on the Override the Deposit requirement button as shown in the screen below:
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If you are logged in with the authority to override the requirement (see Manage Security), the override successful window will open and the override of a deposit has been completed allowing you to save the order into the system.
If the associate is not authorized to override the deposit requirement (see Manage Security), when you click on Override Deposit requirement, another window will open asking for an associate username and password of someone authorized to override. An associate with override deposit requirement authority must enter their associate name and password. To find out a list of those authorized, simply use the pull-down list for associate name. Only those authorized to override deposit requirements will be listed in the pull-down list.
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To reset the override requirement for any reason on an order, simply click the reset deposit button on the top of the Maintain Order Screen :
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The same is true of resetting the deposit requirements. The associate doing the reset must have authority to override deposit requirement (see Manage Security) to reset it as well. If they do not, a popup window will appear requesting an associate user name and password that has authority to reset the deposit requirement.
Related Topics
Maintain an Order
Company Name Pull-Down List
Order Type
Order Dates
Marketing Code
Stock Location
Order Line Items
Kit Components
Attributes
Duplicate Order Line
Direct Bill an Order
Add Payments to an Order
Ship-To Address
Customer Supplied Purchase Order
Sales Tax Exemption
Re-Order Reminders
Misc. Charges
Custom Purchase Orders
Order Documents (External Files)
Send Internal E-Mail
Send Internet E-Mail
Calendar Events
Duplicate an Order
Comments/Notations
Creating a New Customer from an Order
Trigger Events
Toggle Status (Open/Quote)
Change Closed/Complete Order to Open
Scan Documents to an Order
Printing/E-Mailing Orders
Order Statistics