Creating a Reservation and Collecting a Deposit

Introduction

This topic explains the procedure for creating a reservation for an item and adding a deposit as requested by the retailer when a customer desires to preorder an item from the store.

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Steps to Create a Reservation Deposit

1. Click the burger menu.

   

2. Click New Bag.

   

3. Click Reservation.

   

4. Click Tap to Select customer to add the customer.

   

5. Click Products to select the item.

   

6. Click Add to Cart to reserve the item.

   

7. Click the bag icon to navigate back to the reservation page.

   

8. Click the green button in the upper-right corner to add the deposit percentage.

   

9. Select the deposit percentage from the Deposits dialog box.

   

10. Enter the note in Add Note field (optional).

    

11. Click Proceed in the dialog box to apply the deposit percentage.

    

12. On the Payment page, select the payment method.

    

13. On the Cash page, click Apply Payment.

    

14. Click Done to finalize the reservation deposit for the requested item.