Process quotes

This topic describes how cashiers, salespeople, and floor managers can recall quotes and convert them to sales transactions or work orders so they can be tendered.

If you look up the customer, when you recall the quote, POS only displays quotes belonging to the selected customer. If you do not look up the customer, when you recall the quote, POS displays all open quotes and you will have to search for the customer's quote.

1. (Optional) Look up the customer. Refer to Look up customers for more information.

2. Tap Orders | Recalls | Recall a Quote.

3. To select the customer's quote, do one of the following:

• Tap the quote once and tap Add.

• Tap the quote twice.

1. Tap Transaction | Tender Sale. You can also press F12 or Enter.

2. From the Select Order Action screen, tap one of the following:

• Pick up Entire

• Convert to Work Order

If you selected Convert to Work Order, process the work order. Refer to Process work orders for more information.

1. Enter the amount next to the appropriate tender type.

2. Tap OK.

3. (Optional) Print or email the customer's receipt.