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POSquotecustomercustomer recordquote receipt
Create quotes
This topic describes how cashiers, salespeople, and floor managers can create quotes for customers.
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.
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.
(Optional) Look up the customer. Refer to Look up customers for more information.
Enter all of the items in the quote.
(Optional) Enter approved discounts or price changes.
Tap Transaction | Tender Sale. You can also press F12 or Enter.
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.
Tap OK.
Tap Yes to print the receipt.
The receipt shows the total quote amount including tax, as well as any approved discounts or price changes.
