Quotes

Price it out today. Close it when they're ready.

Open quotes

2 waitingExample
QuoteCustomerWhat's on itTotal
Q-218Dana RuizLinen Sofa, Walnut Coffee Table$2,340.00
Q-221Sam OkaforOak Bed Frame, 2 Nightstands$1,885.00
Q-224Lena ParkWool Rug 8x10$640.00

Open quotes in Orders, with example quotes.

What it does

Save the cart, not the sale

Build the cart exactly as you would for a sale, prices and all, then save it as a quote. Nothing comes off stock and nothing is charged.

Turn it into a sale later

When the customer comes back, open the quote and it's back in the register, ready to ring up.

How it works

  1. 1Price it out Build the cart for the customer at the register.
  2. 2Save the quote It's kept with the customer and listed in Orders.
  3. 3Close it Reopen it when they're ready and ring it up.

In a store like yours

Furniture & home. A customer measuring their living room walks out with a quote and comes back Saturday to buy.

Services & repairs. Price the job up front and ring it up when the work is done.

Questions

Does a quote take anything off stock?
No. It's saved without being committed as a sale.