A quote is a document that lists products and prices so customers know how much they’ll have to pay before finalizing a purchase. Quotes can be used for many different workflows but are primarily used when customers are buying in bulk or shopping around to compare prices.
You can create a quote and save it right from the Sell screen. You can also view quotes on the Quotes page, giving you easier access and better visibility on existing quotes.
Creating quotes
- Navigate to the Sell screen.
- Attach a customer to the sale and confirm the information is correct.
- Add the desired products and any discounts.
- Click More actions > Create quote.
- Confirm all the information is correct.
- Toggle Email quote on or off.
- Add a note to the quote if desired.
To have your notes appear on quotes, navigate to Setup > Outlets and registers > Edit register. Next to Print note on receipt select Yes and click Save register.
- Click Complete quote.
Quote numbers
Quotes will now be assigned a Quote number for easier recall. New quotes will start with an ID of 1 and increase by 1 with each newly created quote. Accounts with existing quotes will start with an ID of N+1, where N is the total count of previously existing quotes.
For example, a merchant with 5 existing quotes has a new quote created with Quote number 6. The 5 existing quotes will retain their original 19-digit ID. A merchant with no quotes has a new quote created with Quote number 1. The next quote will be Quote number 2.
Emailing a quote
- Navigate to Sell > Quotes or tap Menu > Quotes on iPad.
- Search for a quote by Status, Customer name, Quote number, or Note.
- Select the quote to expand and then click Email quote.
- Confirm the email address on the quote and click Email quote.
Converting a quote to a sale
Once a quote has been created, you can convert a quote to a sale and complete the sale as per your normal workflow.
- Navigate to Sell > Quotes or tap Menu > Quotes on iPad.
- Search for a quote by Status, Customer name, Quote number, or Note.
- Click the quote to expand and then click Convert to sale.
- Complete the sale as per your regular workflow.
Archiving quotes
- Navigate to Sell > Quotes.
- Search for a quote by Status, Customer name, Quote number, or Note.
- Click the quote to expand and then click Archive.
- In the warning message, click Archive quote.
On the Quotes page, archived quotes will show as Archived in the Status column. You can also filter by status to view archived quotes.