A Cleaner Way to Quote Opportunities
An Estimate serves as a flexible document outlining products or services for a customer prior to generating a final invoice. You can use these records as placeholders for sales orders, work orders, or even layaways. Crucially, creating an estimate protects your stock levels; the system does not deplete inventory until the items are officially sold.
Effortless Creation and Easy-to-Find Search
Initiating a new quote is incredibly straightforward. From the checkout screen, simply select the Actions button and choose the option to make the transaction an estimate. After adding items and assigning a customer, you can finalize the details. Finding existing documents is equally efficient. Navigate to the Estimate List to search by estimate number, or query specific customers using their name, phone number, or email address. You can further refine your view by filtering statuses to locate exactly what you need.
Comprehensive Lifecycle Management
Maintaining accurate records requires precise tracking tools. When finalizing an estimate, you can assign an Expiration Date to establish when the offer becomes invalid, alongside a Due Date to manage expected customer follow up. The system provides distinct statuses to monitor progress, including Pending, Accepted, Converted, Closed, and Rejected. If a document requires adjustments, you can easily open it to add or remove items, modify dates, or update the current status. Every single modification is captured in a detailed audit log, recording the event date, user, specific action, and details for complete operational transparency.
Converting Quotes to Revenue
When a customer is ready to move forward, the Sell From Estimate function streamlines the final transaction. You can select all quoted items or enter specific available quantities to process a partial order. Selecting continue pushes the data directly to the checkout screen to complete the sale. Cashiers retain the flexibility to add new, additional items directly to the final receipt during this checkout phase.
Ready to optimize your quoting and specialty order process?
Stop letting estimates slip through the cracks or tie up inventory you could be selling. With clear statuses, built-in audit trails, and a seamless path from quote to checkout, register POS gives your team the tools to close more sales with less back-and-forth. Whether you’re managing custom orders, layaways, or simple price quotes, everything stays organized in one place so nothing gets lost and no customer is left waiting.
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