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Setting up Minimum Deposits

Updated over 3 weeks ago


By using the minimum deposit function, you can prevent a delivery date from being scheduled without a minimum deposit percentage being reached.

  1. Click Menu at the top of the screen

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2. Click Point of Sale. Click Settings

3. Click the General tab

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4. Check the Force Min Deposit box

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5. Enter a percentage to be deposited in the Min Deposit % field

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6. To limit accounts receivable customers from delivery without a deposit, enter a percentage in the AR Customer Min Deposit% field

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7. Click the Save General button

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8. When a minimum deposit is not given, the minimum deposit information will highlighted yellow and “On Date” will not be given as a choice to schedule the delivery

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Once a minimum deposit is given, the minimum deposit information will be highlighted green and “On Date” will be available to schedule a delivery

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