Creating quotes

Depending on your store's policies, you may be required to select a customer to create a quote. Selecting the customer when you create the quote makes it easier to look up the quote later when the customer returns to the store to complete the transaction.

1.

Tap Orders | Quote.

You will know that POS is in quote mode if you see the quote icon in the top right corner of the screen.

2.

(Optional) Tap Customers | Lookup Customer or press F7.

3.

(Optional) To select the customer, do one of the following:

• Tap the customer's name once and tap Select.

• Tap the customer's name twice.

The customer's information displays in the Customer pane at the top of the POS screen.

4.

Enter all of the items in the quote.

5.

(Optional) Enter approved discounts or price changes.

6.

Tap Transaction | Tender Sale or press F12.

On the Tender screen, the Total Due is $0.00 because you are creating a quote and no money is collected when you tender the sale.

7.

Tap OK.

8.

Tap Yes to print the receipt.

The receipt shows the total quote amount including tax, as well as any approved discounts or price changes.