Sales and Purchase Ledgers - Flipbook - Page 86
STEP 2
The following fields are mandatory in order to take a deposit:
Date
Payment type
Value
Customer name
Reference
Optional fields:
Deposit reference
Sales executive
Vehicle details
STEP 3
Vehicle details – If the customer CRM record is already attached to a vehicle record, it
is possible to allocate the deposit directly.
To search and check if the link is available, Click on the VS company, to locate the
correct VSB company, then confirm New or Used and Click to display a list of valid
vehicle stock numbers.
STEP 4
Take Deposits
To complete the posting, Click Process icon, then select to Print daybook and Exit.
01.01.004.01 – pwise – 01/06/06
Page 86 of 342
