Option 1: Transfer to next step "Reserved"

  • In POS select Management of Work Process Steps
  • Go to the "Transfer to next step." field and choose "Reserved"
  • Click on "Transfer to next step."
  • When you see the warning message click yes
  • Click on the spy glass next to "Order No:"
  • Choose step 3 - "Reserved-Deposit"
  • You will see the estimated that you have just reserved

Option 2: Create a deposit

  • Create an estimate
  • Add your products / jobs
  • When you are done type the code "d"
  • Enter the deposited amount
  • Click on the green "Clock" icon
  • As soon as the deposit is entered, the estimate will be automatically transfered to the step "Reserved-Deposit"