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 of special customer orders into Quote and Invoice Management.  

This article takes you through the process of using this new functionality in the order that it would make sense from a process perspective as well as some articles that explain some new terminology.

New Terminology

1. Reserving Stock Explained
   
2. What are Proforma Invoices
   

Process

1. Create a Quote in Quote and Invoice Management
   
2. Quote and Invoice Management Pricing
   
3. Reserving and Ordering Stock From Quote and Invoice Management
   
4. Payments in Quotes and Invoice Management
   
5. Viewing the Reserved Stock List for a Stock Item
   
6. Creating an Invoice in Quote and Invoice Management
   
7. Cancelling / Refunding a Proforma Invoice or Special Customer Order

Watch our Training Videos for Quote and Invoice Management

See the dedicated section of our Knowledge Base for the new Quote and Invoice Management

New Special Customer Orders

Special Customer Orders from before Retailer 3.3 will be converted to Proforma Invoices in the new Quote and Invoice Management facility.

To view a report of the SCO converted to Proforma Invoices, go to the main screen of Retailer, then click Utilities -> Special Customer Order Migration Log.

Any SCO that have been fully collected (hence paid) or cancelled, prior to Retailer 3.3 will not be converted to the new facility.

The advice in the links below describe how to create new Special Customer Orders in the new facility.

1. New Special Customer Orders by ALT+T
   
2. New Special Customer Orders by the POS screen
   

These can be cancelled by cancelling the Proforma - see the process for Part 7: Cancelling/Refunding a Proforma Invoice above.

Report

In the Quote and Invoice Management screen, you can see a report of all quotes, proformas and invoices, by clicking the magnifying glass (Find Customer Invoice), then clicking the Print button at the bottom of the search.

• Related Articles

• Quote and Invoice Management Pricing

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• Create a Quote in Quote and Invoice Management

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• Reserving and Ordering Stock From Quote and Invoice Management

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