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Quotes in the POS

Last updated 17/08/2017

Quotes can be created in the POS, and converted to a sale at a later stage.

Creating a Quote

Quotes can be used to provide a proposal for your customers, to indicate quantities and pricing. Quotes in the POS do not affect stock levels. After creating a quote you may print off a receipt with the quote details on it.

To create a quote:

  1. Click on the menu icon, top left, and from the Quotes section click New Quote.
  2. Add products and a customer to the sale as usual.
  3. Click Finish Quote.
    A receipt will be printed providing the details of the quote.

 

Converting a Quote to a Sale

Quotes can be easily recalled to the POS, and converted to a sale if the customer decides to proceed with the quote.

To recall a quote:

  1. Click on the menu icon, top left, and from the Quotes section click List Quotes.
  2. Search or filter for the quote.
  3. Click Change.
    The quote will be brought into the POS.

Once here, you can either make amendments to the quote. After any changes you make - click Finish Quote.

To convert this quote into a sale:

  1. With a quote open in the POS screen, click on the menu icon, top left, and from the Quotes section click Convert Quote to Sale.
  2. Make sure to change the TakeNowQty column to Take Now.
  3. Continue with the sale as usual.

Once converted from a sale, the original quote will be removed.