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Quotes

How to make a quote for your customer from your ePOS and back office POS

Updated over a month ago

If you want to make a quote for your customer before they pay, then you can follow these steps:

Go to your EPOS system. You can first add your customer to the order if you wish. Then add the items to the basket that you want to include in your quote.

Click the three dots, and select 'Save Quote'.

You can still add or delete items from the basket at this point.

When you and your customer are happy, you can click the 'Print Quote' which creates a PDF quote that opens in a new browser tab allowing you to print to an A4 printer.
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To send the quote directly via email, click 'Send Quote', which will generate an email to your customer with their details already generated (if you have added the customer to the order already). Click send and the customer will receive an email with the quote attached as a PDF.

If you click 'Clear Quote' which removes the quote from the POS screen but the quote will remain accessible in Sales History.

To void the order completely, click the three dots 'Void' from the pop up menu.

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