Take a sale at the till
Scan, take payment, print. The full Point of Sale flow, the payment buttons and the keyboard shortcuts that actually exist.
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Selling
Quote a price without moving stock
Raise a quotation, send it, and turn it into a sale or a purchase when the customer agrees.
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All help articles
Quotations is a plan feature. If your sidebar does not show it, your plan does not carry it: open Billing and Subscription, then Change plan, and the screen names the plan that includes it. The pricing page compares all four plans.
- Quotation, then Add quotation.
- Choose a Biller, a Customer and a Warehouse. All three are required.
- Search products into the Order Table.
- Set Order Tax, Order Discount and Shipping Cost if they apply.
- Set the Status, then press Save quotation.
The Reference is generated when you save and cannot be typed, and a quotation is always stamped with the moment it is saved rather than backdated.
A quotation is an offer, not a movement. Nothing here checks or changes stock, and a quantity above what the warehouse holds is allowed on purpose.
Saving with the status Sent emails the quotation to the customer. Saving a Sent quotation again sends it again. If you are only correcting a typo, be aware the customer gets a second email.
Use Create Sale or Create Purchase from the row menu. Either one opens the matching form with the customer, the warehouse, the biller and every line already filled in. Press Open the form, check it, and submit there. Nothing is saved until you do.
Nothing records that a sale came from a quotation, and the quotation is not marked afterwards. Converting the same quotation twice sells the same goods twice, so keep track of which ones you have already turned into sales.
On a purchase, combo, digital and service lines are left out. Check the totals before you submit.
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