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Security Deposit

The Security Deposit feature in PrismERP is designed to manage security deposits received from customers during agreements. This ensures that the company can establish trust with the customer and confidently offer credit sales up to the deposited amount. By leveraging this feature, businesses can secure transactions and maintain better financial control while fostering reliable customer relationships.

Add Security Deposit​

Fields to Fill:​

  • Branch: Enter the name of the operational branch.
  • Payment Method: Select the payment method (e.g., Cash or Cheque).
  • Party: Specify the name of the customer from whom the security deposit is being received.
  • Amount: Enter the amount of the security deposit.
  • Receive Date: Specify the date when the security deposit was received.

Cheque Information (if payment is made via cheque):​

  • Cheque Number: Enter the cheque number.
  • Cheque Date: Provide the date on the cheque.
  • Bank: Mention the bank issuing the cheque.
  • Expire Date: Specify the expiry date of the cheque.

By completing these fields, you can successfully record and manage the security deposit in PrismERP.

Add Security Deposit

Security Deposit List​

List page shows all the security deposit list that are being created in the application.

Security Deposit List

The Security Deposit List Page offers a user-friendly interface to efficiently manage all recorded security deposits.

Search Functionality:​

Filter and locate security deposits using the following fields:

  • ScD No: Security Deposit Number
  • Customer: Name of the customer
  • Branch: Operational branch name
  • From Date and To Date: Date range for filtering deposits

Manage Security Deposit Status:​

Update and track the status of security deposits directly from the list page.

Edit Security Deposits:​

Modify details such as the Security Deposit Number by clicking on the Edit button associated with the record.

Security Deposit Details View Page​

The Details View Page provides a comprehensive overview of individual security deposit records.

Displayed Information:​

  • System-Generated Security Deposit Number: A unique identifier for the security deposit.
  • Branch Name: The name of the branch associated with the deposit.
  • Customer Name: The name of the customer who provided the security deposit.
  • Deposit Method: The method of payment used (e.g., Cash or Cheque).
  • Received Date: The date when the security deposit was received.
  • Received Amount: The total amount of the security deposit.

Cheque Information (if applicable):​

  • Cheque Number: The number on the cheque.
  • Bank Name: The name of the issuing bank.
  • Cheque Date: The date on the cheque.
  • Cheque Expiry Date: The expiration date of the cheque.

This page allows users to view all critical details related to a specific security deposit at a glance, ensuring transparency and efficient record-keeping.

Security Deposit Details View Page