About quotes

Generally, quotes are created if customers are researching costs for a purchase, or if they are comparing the costs of purchasing the same or similar items at different stores (comparison shopping).

Quotes may include discounts or price changes that the customer has negotiated with a salesperson or manager. Depending on the store's policies, quotes may only be valid for a limited period of time, such as 30 days. After this period, the store is no longer obligated to sell the items to the customer at the prices identified in the quote.

For quotes, you enter all of the items in the quote, but you don't collect any payment when you tender the sale. The customer has the option to return to the store at a later date to complete the transaction. They may also choose not to complete the transaction.

If some items from the quote are available immediately, customers have the option to pick up those items and return at a later time to pick up the remaining items. However, customers must pay the total amount for all items they pick up. Quote can also be converted to work orders if store employees require additional time to assemble the order for the customer.