Setup of a Deposit to handle Order Payments/Eway and Lay-Bys
Overview
Readysell allows you to accept pre-payments against sale orders. This can be used to handle lay-bys. Follow this procedure to configure your system with the necessary settings.
Procedure
Setting up a deposit percentage
You need to determine the percentage required to stand for the deposit made on the sale. Once you have worked this out a system reference needs to be set up. A user with administrative rights can only set this system reference up otherwise call Readysell for help.
- Log into Readysell
- From the Navigation panel click Administration
- Select Advanced
- Click System Types
In the search bar type in "Sales"
Find the code "ORDER-DEPOSIT"
- In the value field, type in the percentage required for the deposit on that order
- Click Save
- Log out of sales and log back in
Setting up the non-stocked product
- Check and see if there is a general ledger account of "Forfeit Deposits". If not set one up in income section of your chart
Check and see if there is a product category that represents cancelled lay-bys/order payments. Assign the GL account for the forfeit deposit into the field of "Sales" only
Set up a product called OC as non-stocked product to stand for order cancellation. Ensure that the product category is "Cancel Lay-By/Order Payment" category. Ensure that the type is "Order cancellation"
