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- A customer wants some specific printed packaging - they want 400 a week and will order each week
- The supplier minimum order for printing is 5,000 units (3 months supply for that customer)
- The product is a Pack of 1,000 (A pack is 10 Inners of 100 each) so an order of 400 breaks a pack into components (4 Inners of 100 units).
- The customer wants to keep being able to order them - until giving 3 months notice of stopping. So it is to be a normally stocked item.
- The business decides that the deposit to be held will be 1.5 months stock (half of the purchase order requirement) - as this product cannot be sold to anyone else
- The deposit is created and linked to the packaging item
- Purchase orders are recommended based on sell rate like any other product (see Product Forecasting - Based on Sales History)
- The customer calls and gives 3 months notice
- The Item status is changed to "Run Out" so it is no longer recommended for purchase by sales forecasting
- The deposit is now allocated to any invoices created by the system (the amount of the deposit allocated is calculated and based only on this product)
- Note that if the Item is a Pack or a member of a Pack - then the deposit will be used when either the pack or it's component are sold
- If the deposit requirement changes then some or all of the deposit can be converted to funds on the customer account at any time
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Remaining Deposit is visible on the customer
| Note |
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The equivalent qty of the deposit remaining is expressed in the units that the deposit is linked to - ie If it is linked to a pack = then the equivalent qty will use the average cost of the pack. The Remaining Qty is for the SKU the deposit is linked to. If the deposit is linked to a "Pack" then the remaining qty includes the pack and the component quantity as a total qty. |
Deposit applied to invoice (when being used up)
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