Sending Quotes to POS - direct sale
A customer invoice is not recorded as a sale by Retailer until its status is changed from Quote to an Invoice or sent to POS. While an invoice has a Quote status, it is effectively a Quote for goods and can be edited as required.
A quote can be sent to the POS screen to be finished off as a direct sale with payment taken right away.
- From the Main screen of Retailer, click on Stock Maintenance-> Quote and Invoice Management.
- Click on the magnifying glass icon to bring up the Find Customer Invoices screen.There are a variety of ways invoices can be sorted or searched in this screen:
- Click on any column heading to sort by column. Clicking a second time reverses the sort order for that column.
- Selecting the Quotes, Imports, Invoices, Pos tick boxes will filter the list to show only the selected type.
- To search for a specific invoice, click in the column and type the customer information in the Search For box. For example, to find an invoice by Company Name, click on any invoice in the Company column and type the Company name.
- Double-click on the required quote.
- Checked that the Quantity Supplied are the correct amounts you are wanting to sell to the customer as these are the amounts used when sending the quote to pos.
- Click on Suspend Quote in POS.
- Now, close the Quote and Invoice Management screen and open the POS screen.
- Click the Suspend button or press Ctrl + S on the keyboard to bring up the suspended sale.
- You can then finish the sale off normally.
For more information on suspended sales, click on HERE
Invoicing Quotes
A customer invoice is not recorded as a sale by Retailer until its status is changed to Invoiced. While an invoice has a Quote status, it is effectively a Quote for goods and can be edited as required. An invoice can be printed and reprinted regardless of its status, but it must be printed to change its status from Quote to Invoiced.
Quotes can only be turned into an invoice if the customer is an account customer.
- From the main screen of Retailer, click on Stock Maintenance-> Quote and Invoice Management.
- Click on the magnifying glass icon to bring up the Find Customer Invoices screen.There are a variety of ways invoices can be sorted or searched in this screen:
- Click on any column heading to sort by column. Clicking a second time reverses the sort order for that column.
- Selecting the Quotes, Imports, Invoices, Pos tick boxes will filter the list to show only the selected type.
- To search for a specific invoice, click in the column and type the customer information in the Search For box. For example, to find an invoice by Company Name, click on any invoice in the Company column and type the Company name.
- Double-click on the required invoice.
- Checked that the Quantity Supplied are the correct amounts you are wanting to sell to the customer as this is the amounts invoiced to the customer. The Quantity on Backorder will be turned into a new quote for the customer.
- Click on Print (on the right).
- Tick Invoice.
If you want to print out the invoice, tick the Print as well. - Click on Preview/Print.
Paying Invoices
This facility will allow you to pay off invoices. Only unpaid or part-paid invoices will be listed in this screen.
- There are three ways to access the Customer Invoice Payments screen:
- From the Customer Invoice Maintenance screen, click on Customer Payments.
- From the POS screen, press [F11], select the customer and click on Pay Specific Invoices from the payment menu.
- From the Customer Screen, press [F11] then click on Pay Specific Invoices.
- The Customer Invoice Payment screen will list unpaid invoices.
- Select the specific invoice being paid or click on Select All to pay off all the visible invoices.
- Type the amount to pay into the This Payment box.
NOTE: Unless specified, the payment is always taken from the oldest invoice to the newest. - Click on Pay Now. The POS screen will open and list payments.
- Process the rest of the sale as normal.