Quotes

This topic describes how to configure quotes. You can set an expiration date, require customer selection, and select the receipt format for quotes.

Stores use quotes to identify the price for products or services that the store is willing to offer a customer for a specific purchase. Quotes are essentially bids to encourage customers to purchase products and services at the store. Quotes typically have a short expiry period, such as a few days. After the expiry period the quote is no longer valid and the store is no longer obligated to offer the products or services for the prices identified in the quote.

Set a quote expiration date

Ordering rules are global and apply to all computers.

1. Click File | Configuration.

2. Click Ordering Rules.

3. In the Quote section, specify an Expiration period. This is the maximum number of days the customer has to purchase the products or services at the quoted price before the quote expires and is no longer valid.

4. Click Save And Close.

Require customer selection for quotes

1. Click File | Configuration.

2. Click Store Rules.

3. Click Customer Options.

4. Enable Require customer selection for quotes.

5. Click Save And Close.

Select the quote receipt format

1. Click Setup.

2. Expand Hardware.

3. Click Receipt Formats.

4. Double-click the store's receipt format.

5. Ensure that a template is selected for Quote. If a template is not already selected:

   1. Click the browse icon.

   2. Go to where you have saved your templates and select a template.

   3. Click Open.

   4. If required, click Properties and make any adjustments to the template.

6. Click Save And Close.