A quote is a document you can provide to customers with products listed with how much they would pay before going through with the sale. They are mostly used when customers want to buy in bulk or want to shop around to compare prices.
Converting a quote into a sale is more efficient than ever on both Web and iOS. You can create a quote and save it right from the sell screen. With this feature, quotes have now a dedicated view giving you more visibility and better access to them.
Using enhanced quotes on your desktop
1. On Retail POS, from the main menu, click Sell.
2. Attach the customer to your sale. 
3. Add the desired products and any discount or note for your customer on the quote.
4. Click More actions and select Create quote. 
5. From the confirmation screen, click Complete quote to print and email the quote to the customer. 
6. From the main menu, click Quotes.
7. On the Quote screen, you will see all existing quotes listed. You can search your quotes by customer name, and quote number, or click on More filters for more search criteria. 
Tip
The status column in the Quote screen allows you to filter your quotes. The status Open shows all open quotes needing of a follow-up and the status Completed shows all quotes converted to a sale.
8. Select the quote you want to complete, and click on the arrow.
9. Continue your sale by clicking Pay.
10. Select the method of payment of the customer. 
11. Once the payment is received, click Complete sale. This will generate a sale receipt for your customer and send an email receipt. 
You have now successfully completed your sale!
Using enhanced quotes on your iPad
1. On the Retail POS app, from the main menu, tap Sell screen.
2. Add the desired products and any discount for your customer on the quote.
3. Once added, tap on More action > Create quote. 
4. Attach the customer to the sale.
Note
If it's a new customer, a pop-up will appear for you to add relevant information for the customer.
5. Once completed, add a note to your quote and tap Create quote. 
Tip
To make your notes appear on your quotes, log in to your Retail POS account on your desktop. From the main menu, go to Setup > Outlets and registers > Edit register > Print note on receipt > Yes.
6. On the Complete quote screen, you can choose to email the quote to your customer by enabling the toggle and tap Complete quote. Once completed, it will lead you back to the Sell screen. 
7. Once ready to convert the quote to a sale, from the main menu, tap Quotes. 
8. From the Quotes screen, you will see all existing quotes listed. You can search your quotes by customer name, and quote number, or click on More filters for more search criteria. Find and tap your quote to expand it. Tap Convert to sale. 
Tip
The status column in the Quote screen allows you to filter your quotes. The status Open shows all open quotes needing of a follow-up and the status Completed shows all quotes converted to a sale.
9. Continue your sale by clicking Pay. 
10. Select the method of payment of the customer.
11. Enter the amount given by the customer. 
12. Once the payment is received and you are ready to move on to the next sale, tap the Next sale button. 
You have now successfully completed your sale!