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Create and manage quotes

AdminCashier

Set a cart aside as a quote, then convert it into a sale later.

Overview

A quote is a priced proposal, without payment or stock movement. Handy when the customer is still deciding or will pay later.

Access

From the sale screen, build the cart then tap "Save as quote". To find quotes, open the Quotes screen (cashier quote icon).

Interface description

  • Quote list with status: Possible statuses: draft, sent, accepted, converted, expired, cancelled.
  • Convert to sale: Turns the quote into a sale to be paid.
  • Download PDF / Send by e-mail: Delivers the quote to the customer.
  • Delete: Deletes a non-converted quote.

Step-by-step procedure

  1. On the sale screen, add the items then tap "Save as quote". -> The quote is created (no payment, stock unchanged).
  2. Later, open the Quotes screen and tap "Convert to sale" on the right quote. -> A sale is prepared from the quote; you take payment normally.

Examples

[Simple] Quote then sale: The customer wants to think: you save the cart as a quote. They return the next day, you convert and take payment.

Edge cases

A converted quote can no longer be deleted; it is linked to the created sale.

Tips

  • Attach a customer to the quote so you can e-mail it and track its acceptance.