Change the deposit or fuel amount on an order

Your rules set the deposit and the fuel surcharge on every order. On one order you can use your own figure instead — if you have the permission.

Change the deposit

1. 1In the order's Quote Details, type the amount in the Deposit box.
2. 2Press SAVE.

Hover over the box: The office's own figure. Clear it to go back to the deposit rules. To go back, clear the box and save.

On a multi-day move, pick the day first — the box is read-only on ALL.

You need the permission to edit the deposit amount. Without it the Deposit box is greyed out and you can't type in it — hover over it: You don't have permission to edit the deposit. This is the same on every day of a multi-day move and on a phone.

Change the fuel surcharge

1. 1Press the Fuel Surcharge row in Quote Details.
2. 2Choose your company's rule, a percent, or a flat amount.
3. 3Press Save in the pop-up, then SAVE on the order.

A typed percent is taken of the same base as Settings › Pricing & calculator › Fuel surcharge › Fuel surcharge is a percent of: the moving charges, or labor and travel only. The pop-up shows that base and its amount next to the box. A flat amount is charged as typed.

On a long-distance order, the fuel you type wins over the long-distance fuel setting, on the quote and on the bill of lading.

You need the permission to edit the fuel surcharge amount. Without it the row says You don't have a permission to edit this field. See Fuel surcharge.

When you can't change them

Once the day's job has started or is completed, the sales quote is locked — see Why some fields are locked.