Order ManagementOrder Management\Maintain an OrderMaintain an Order\Override/Reset Deposit Requirements

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:

 

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.

 

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 :

 

 

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.