Generating Quotes in Vend

Screen_Shot_2020-09-16_at_4.58.50_PM.pngA Quote is a record of a sale containing products and how much they would cost.

It is usually given for customers who are purchasing things in bulk or someone who is shopping around and wanting to compare prices between different stores.

Whatever the reason, you can easily generate quotes within Vend!

Vend for Mac or PC Vend on iPad

1. When a customer requests a quote, on the Sell Screen, add the products and any other information needed (such as the customer name, any discounts, a sale note, changes to tax etc.)

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2. Click the More Actions button above the sale on the screen and select Quote Sale.

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3. Enter any relevant information into the Add a note to the sale dialogue box that opens and click Quote.

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4. Here you can either email the quote or click Print and select your desired receipt template to print a physical copy.

  • The quote your customer receives contains all the sales information for the item(s) you added ito the sale and how much your customer would need to pay to complete the purchase.

5. Click Complete Sale to finish.

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