Quotes are useful for letting a customer know how much a purchase will cost, putting a sale on hold for later, and keeping a record for you and the customer.

To access quote features on iPad, navigate to the Manager tab from the Profile page and follow the steps below.

Creating a quote

Quotes are created the same way you create a sale, but you save the sale as a quote instead of taking payment. To create a quote:

1. Add a customer to the sale.
2. Add items to the sale.
3. Click Save as Quote.

Once you’ve saved it, the quote is linked to the customer and can be found in the customer’s profile. After saving, you’ll immediately have the option to edit, print, email, or reopen the quote.

Quotes made in Retail are not reflected in eCom.

Reopening, editing, or completing a quote

To reopen a quote, navigate to the Sales page, then use the Item field to scan the printed barcode. If a printed quote isn’t available and you need to change or reopen it to complete the sale, you can either search for the quote by customer or look up the quote directly.

Looking up a quote directly

To look up a quote directly:

1. Navigate to Customers > Quotes.
2. Find the quote using the search tools.

3. To reopen a quote to the Sales screen, click the Checkout icon.

   

4. To archive a quote, click the Archive button.

   

5. Click a quote number to edit the quote. From the Quote page, you can print or email the quote, change the employee, add notes, or add customer details.

   

The Quotes page will display whether a quote is open, completed, or archived in the Status column. You can click the column to quickly sort quotes by status, allowing you to track incomplete quotes.

Finding a quote with a customer lookup

If the only information you have available is the customer’s, you can find a list of all of a customer’s quotes with a customer lookup.

1. Navigate to Customers > Customers.
2. Find the customer and click their name.

3. Click Quotes.

   

4. To reopen a quote to the Sales screen, click the Checkout button.

   

5. To archive a quote, click the Archive button.

   

6. Click a quote number to edit the quote. From the Quote page, you can print or email the quote, change the employee, add notes, or add customer details.

Requesting a deposit for a quote

If you need to add a deposit:

1. After creating the quote, click Online deposits.

   

2. In the pop-up window:
   1. Confirm the customer's email address.
   2. (Optional) Add a note with more information or instructions.

   3. Enter a deposit amount.

      

3. Click Send deposit request. 

You will be navigated automatically back to the completed sale page and a temporary banner will confirm that the deposit request was sent.

At this time, you can't modify or cancel a deposit request. Requests will expire after 14 days.

The deposit request will be emailed to the customer with a link to a secure payment form where they can settle the deposit.

You will receive an email when the online payment is complete.

Completing a quote

After you’ve located a quote, you can reopen it as a sale.

1. To reopen a quote to the Sales screen, click the Checkout button.

   

2. Click Payment and complete the sale.

If an online deposit request has been sent, you will see the Pending and Collected amounts in the Online Deposits section of the Sales page.

Archiving and unarchiving a quote

Archiving lets you hide quotes that you no longer need, while retaining a record of your quotes.

To archive a quote, click the Archive button beside the quote.

The option to archive or unarchive quotes is also available from the Quote page.

Unarchiving a quote

By default, archived quotes aren’t displayed on the Customer Quotes page. To unarchive quotes, you’ll first need to update the search settings to include archived quotes.

1. Navigate to Customers > Quotes.
2. Click Advanced.

3. Check off Show Archived Quotes and click Search to refresh the page.

   

4. Find the archived quote using the search and click Un-Archive.

   

What's next?