Sale Deposit Required Based On Payment Term

Stop the Quotation from Confirming if No Deposit

For businesses that require prepayment or immediate payment before confirming a sale, it's critical to enforce financial controls. The Silverdale SME: Stop the Quotation from Confirming if No Deposit feature adds a safeguard to ensure that no Sales Order is confirmed without a deposit when Immediate Payment or Prepayment terms are in place.

This enhancement ensures that teams cannot mistakenly proceed with fulfilling orders that haven't been paid for upfront, helping improve cash flow management and reducing revenue leakage.

Key Benefits

• Prevents Sales Orders from being confirmed without prepayment if required by the payment terms.
• Enforces financial policy by tying order processing to deposit collection.
• Adds a “Delivery Note” field on Sales Orders, automatically synced to Delivery Orders.
• Includes custom Sales form updates (CBP-specific) for better operational context and documentation.

User Workflow

1. Set the Payment Term of a quotation to "Immediate Payment" or any term indicating Prepayment.
2. Attempt to confirm the quotation:
   • If no deposit or prepayment is recorded, the system will block confirmation and display a warning.
   • If a deposit exists (via payment or down payment invoice), the order proceeds as usual.
3. New Field - “Delivery Note”:
   • Available on the Sales Order form.
   • The content is passed to Delivery Orders automatically for internal use or external communication.

This feature is particularly valuable for companies with strict prepayment policies, offering a seamless way to enforce deposit requirements and reduce financial risk before order execution.