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  4. Quotation Transactions

A quotation allows for you to create a quote for the customer without making a sale. This quote will act as an invoice and provide the customer and yourself with information on what product(s) the customer desires to purchase.

To make a quotation transaction:

1. Access the POS menu.

2. Select a customer(Quotation CANNOT be used with the **THANK YOU** customer, If you have not created the customer yet, see adding new customers), then select the SKU(s) into the transaction, then click Finish & Pay

3. At the payment screen, select Quotation.


4. Select Complete transaction to finalize the quotation.

** Quotation Expiry Date is meant for you to guarantee a price for a certain time period, after which time the quote in question would no longer be considered valid. Quotes are not removed from the system when they expire. **

To convert quotation to invoice, please recall transaction.

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