New Quote and Invoice Management
In Retailer version 3.3 we have re-imagined 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
Process
- Create a Quote in Quote and Invoice Management
- Quote and Invoice Management Pricing
- Reserving and Ordering Stock From Quote and Invoice Management
- Payments in Quotes and Invoice Management
- Viewing the Reserved Stock List for a Stock Item
- Creating an Invoice in Quote and Invoice Management
- Cancelling / Refunding a Proforma Invoice or Special Customer Order
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.
These can be cancelled by cancelling the Proforma - see the process for Part 7: Cancelling/Refunding a Proforma Invoice above.
Status Snapshot
In the Quote and Invoice Management screen, you can click the magnifying glass button (🔎︎) at the top left to access the Find Customer Invoices function. The Find Customer Invoices window lets you view and search all quotes, proformas, and invoices. You can click the Print button at the bottom of the window to capture a snapshot of your current search results.
Related Articles
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 ...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 Quotes for Non-Account Customers ...Create a Quote in Quote and Invoice Management
This article will guide you through the process of creating a quote using Quote and Invoice Management. In version 3.3 of Retailer, we have significantly enhanced Quote and Invoice Management. The article below only refers to changes in version 3.3 ...Setup Print and Email for Quote and Invoice Management
The instructions below explain how to set up Report Mapping for Quote and Invoice Management. These settings are used when Previewing, Printing and Emailing from Quote and Invoice Management. On the top menu bar of Retailer, click Setup → Point of ...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 ...