🎬 Quote and Invoice Management - Advanced Settings

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• 🎬Quote and Invoice Management - Settings and Setup

  This page has a video guide on setting up the Quote and Invoice Management facility in Retailer. Set up your Email Account by following this video guide: ? Email Setup Report Mapping options for printing and emailing are per Terminal. You can only ...

• 🎬Quote and Invoice Management - Creating a Quote

  This page has a video guide on how to create a customer quote in Retailer, either from the Quote and Invoice Management screen or the Point of Sale screen. For written guides on these subjects, follow the links below:Create a Quote in Quote and ...

• 🎬 Quote and Invoice Management - Converting a Quote to an Invoice

  This page has a video guide on converting a Quote to an Invoice in the Quote and Invoice Management facility. This particular process skips the Proforma process where there is no need to order or reserve stock; it's readily available and ready to be ...

• 🎬 Quote and Invoice Management - Converting a Quote to a Proforma Invoice; Reserving and Ordering Stock

  This page has a video guide on how to convert a quote into a proforma invoice, which allows for the reservation and ordering of stock within the Quote and Invoice Management facility of Retailer. For written guides on these subjects, follow the links ...

• 🎬Special Customer Orders - Creating Orders via Quote and Invoice Management

  This page has a video guide on how to create a Special Customer Order through the Quote and Invoice Management facility in Retailer. For written guides on these subjects, follow the links below: Create a Quote in Quote and Invoice Management ...