How to force a deposit payment for a dual weigh cash transactions
In some cases it may be necessary to request a deposit for cash transactions where the customer must pay on the out bridge as they leave the site. This is to prevent customers from skipping the out bridge and leaving without paying.
Note: This can also be used to confirm voucher usage availability.
The following article explains how to configure and use the system to request a deposit as a vehicle enters the site.
Configuration Manager
Set the appropriate cash deposit option found on the Company Details tab of Configuration Manager. These setting determine how the deposit amount required is calculated.
- Minimum Charge for Product - Amount is based on the determined minimum charge for a product. If no minimum charge then the amount is $0.
- Charge for Fixed Quantity - The amount is the price of the primary product x quantity specified.
- Fixed Amount - Amount entered is presented as the deposit amount.
- Operator Specified Quantity - The operator determines the amount at the time of the transaction.
- Operator Can Change - This allows the operator to override the determined amount.
- Round to Nearest - The deposit amount is round to the nearest amount specified. E.g. Round set to $5 and deposit is $47.50 then it will round up to $50
Note: These settings are global so will affect all sites that process dual weigh transactions.
Client Record
Not all client recorded will initiate the deposit process. The client record used in the transaction must be marked as a cash client and also have the Cash Deposit Required option checked. This would generally just be the general cash account record.
Processing Tickets - Deposit Amount
The deposit collection process is only initiated on a configured client record if the transaction is dual weigh and only on the first weigh.
In this configuration the operator has the option to change the deposit amount or select the No Deposit option.
Processing Tickets - Payment Collection
After specifying the deposit amount, the method used for paying the deposit is selected. This amount will then go towards the payment of the transaction on the second weigh.
If using integrated EFTPOS the option Process EFT will be available to send the amount to the EFTPOS terminal.
Tip: Using a voucher payment type or scanning the voucher at this stage will validate if the voucher can be used based on its usage count.
Processing Tickets - Second Weigh
When the ticket is completed and the payment tender screen is presented the deposit payment is shown at the top of the list. If the deposit is not enough to cover the cost of the transaction then the outstanding amount needs to be cover by selecting another payment method.
Processing Tickets - Second Weigh (Integrated EFTPOS)
If the deposit amount is greater than the final cost and the deposit was taken through integrated EFTPOS, then operator will be able to perform a partial refund back through the EFTPOS terminal.