Quote and Invoice Management (NEW)
Setup Print and Email for Quote and Invoice Management
The below instructions explain how to setup Report Mapping for Quote and Invoice Management. These settings are used when Previewing, Printing and Emailing from Quote and Invoice Management. From the Main Screen of Retailer, click Setup -> Point of ...
Quote and Invoice Management Setup
Changing Quote and Invoice Management Settings From the main screen of Retailer, click on Stock Maintenance -> Quote and Invoice Management. Near the top left, click on Setup. Default Delivery Date is # days from Created Date – Lets you set the ...
Cancelling/Refunding a Proforma Invoice or Special Customer Order
This advice will describe the steps in cancelling a Proforma Invoice or Special Customer Order, and having any balances paid credited back. From the Main Screen of Retailer click on Stock Maintenance --> Quote and Invoice Management Click on the ...
Creating an Invoice in Quote and Invoice Management
In the Quote and Invoice Management the last and final step is to create an invoice. It is during this process that you assign your serial numbers to items contained on the invoice. Creating an Invoice from a Quote From the main Quote and Invoice ...
New Quote and Invoice Management
In Retailer version 3.3 we have re-imagined a our Quote and Invoice management facility to add new functionality that have been requested by users. The core of the changes to the module relate to the added ability to reserve stock and the integration ...
Viewing the Reserved Stock List for a Stock Item
Reserving Stock in only available in Retailer versions 3.3 or later. View List of Reserved Stock You can view a list of reserved stock from the General Stock Listing or Supplier Stock Listing Reports. Open the stock listing report, by clicking on ...
Reserving Stock Explained
Reserving Stock in only available in Retailer versions 3.3 or later. What is Reserving Stock? In Retailer, when processing stock from a Quote to a Proforma, you have the ability to Reserve any in-stock products against the Proforma invoice. This ...
What are Profroma Invoices?
In Retailer Version 3.3 and later we have introduced a new invoice status called Proforma. Proforma is a status sits between Quote and Invoice and essentially acts as an Accepted Quote. You would only move items from Quote to Proforma after the ...
Reserving and Ordering Stock From Quote and Invoice Management
The following is only available on Retailer versions 3.3 or later. When processing items from a Quote to a Proforma it may be necessary to order/re-order or reserve stock, to either set the stock aside for a proforma or order the stock to fulfil the ...
Quote and Invoice Management Pricing
You can set pricing by line in Quote and Invoice management. You can either change pricing as you are adding line by line, or you can change it once it has added it into the quote. An important change to note is that all Quote pricing is now fixed ...
Create a Quote in Quote and Invoice Management
This article will walk you through how to create a quote using Quote and Invoice Management. In version 3.3 we have significantly enhanced Quote and Invoice Management. The article below only refers to changes in version 3.3 and later. Create a Quote ...
Payments in Quote and Invoice Management
The article covers how to take a customer payment for against a Proforma Invoice. Please note that payments can only be applied to quotes once they are in the Proforma Invoice status. This tells the system that the customer has accepted the quote and ...
New Special Customer Orders by the POS screen
In version 3.3 we have completely replaced the previous Special Customer Orders facility and wrapped this completely into Quote and Invoice Management. Special Customer order is now simply become an Accepted Quote/Proforma Invoice. This gives special ...
New Special Customer Orders by ALT+T
In version 3.3 we have completely replaced the previous Special Customer Orders facility and wrapped this completely into Quote and Invoice Management. Special Customer order is now simply become an Accepted Quote/Proforma Invoice. This gives special ...