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

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• 🎬 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 ...

• 🎬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 - Advanced Settings

  This page has a video guide going over settings not found in Quote and Invoice Management but that affect its usage and gives you some better Stock On Hand control. For written guides on these subjects, follow the links below: Prevent Selling Items ...

• 🎬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 ...

• 🎬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 ...