Provide customers with accurate pricing information without affecting inventory levels. This video demonstrates how to create quotes within POS, allowing you to add products and calculate totals while keeping stock available for other sales.
Ideal for sales staff handling customer inquiries, providing pricing estimates, and managing the pre-sale consultation process.
- Master quote creation workflow within POS
- Learn how quotes differ from sales in inventory impact
- Understand product addition and total calculation for quotes
- Discover quote management and customer communication
- Explore quote conversion to sales when customers are ready
