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"