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Introduction of a deposit or security deposit

Would you like to be able to sell items with a deposit or additional charge?

We explain the different steps to follow in two parts:

 



Setting up a deposit or security deposit — Part 1/2

Hello, everyone! Today, we will look at how to set up deposit or security deposit management in your cash register.

We will use the example of a beer sold with an automatic deposit of €0.20, for a total of €1.50, and then add a return button to recover the deposit.

👉 The configuration is done in 6 steps divided into 2 parts. Here is the first part.


Step 1: Create the main article

  1. Go to Settings → Articles.
  2. Create a new article called Beer.
  3. Select a hierarchy (e.g., Beer).
  4. Set the price at 1.30€ (excluding deposit).
  5. Select the correct VAT rate.
  6. Click Save.
Important: do not put £1.50, as the deposit will be added separately.


Step 2: Create the consignment item

  1. Create a new article called Beer Deposit.
  2. Associate it with a hierarchy (e.g. Instructions).
  3. Set the price to 0.20€.
  4. Check the VAT rate (ask your accountant if necessary).
  5. Change the item type from Normal to Deposit.
  6. Click Save.


Step 3: Create the instruction proposal

  1. Go to Settings → Suggestions → Add suggestion.
  2. Give it a name (e.g. Beer Deposit).
  3. Change the type to Fixed Default Quantity.
  4. Enable Recover price to include the deposit price.
  5. Click Save.


Step 4: Add the consignment item to the quote

  1. Click on Articles in the proposal.
  2. Click Add, select Beer Deposit, then Select.
  3. Set Quantity to 1.
  4. Click Save.


Step 5: Link the proposal to the beer article

  1. Go back to Articles → select Beer.
  2. Click on Proposal → Add → select Beer Deposit.
  3. Click Save.

👉 To find out what happens next (creating the return button and final configuration), go to Part 2/2!


Setting up a deposit/security deposit management system — Part 2/2

Hello, everyone! Today, we are continuing to set up deposit management in your cash register.

👉 Before continuing, make sure you have watched the first part.


Step 6: Create the button for the main article

  1. Go to Settings → Matrix.
  2. Select the Beer matrix (which you created earlier).
  3. Find the Beer article, click on it, and drag it to the desired location in the matrix.
  4. Click Save.
Result:

When you point to the article Beer:

  • Beer → 1.30€
  • Beer deposit → 0.20€
    ➡ Total : 1,50 €, ready to collect.


Step 7: Create the return button

  1. Go back to Settings → Matrix → Beer.
  2. Select the Beer deposit item and add it as a button.
  3. Click Save.


Set up negative quantities

  • Open the Beer instructions tab.
  • Enable the Negative quantity when adding option (in the Variable quantity area).
  • Click Save.
Result:

The Beer deposit button displays -0.20 and a logo indicating that it is a return.

When you hand it in, the deposit amount is deducted.


Key tip

No need to create two separate articles!

The same Beer Storage product works:

  • In favour via the proposal (linked to the article on beer)
  • Negative via the return button (with the option enabled)

The system automatically adapts its behaviour depending on where you are using it.


✅ Your locker management is now ready to use!

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