ROBOTILL POS Online Help
Point of Sale Software - ROBOTILL - www.robotill.com

Quotations and Invoices

ROBOTILL allows you to create a quotation. A quotation slip will be printed and the quotation can at a later stage be converted to a sale where the receipt (till slip) will be printed.

If you need to create invoices that are paid at a later stage, then you could use the quotation functionality for this. You can change 'Quotations' buttons descriptions to 'Invoice' and also change the wording on the quotations slips.

The instructions will explain how to work with quotations but you can follow the same instructions for invoices.

To use quotations add 'Convert Sale To Quote' and 'Convert Quote to Sale' to your selection of Custom Functions that is available from the 'More' button. See Custom Functions for instructions on how to do that.

Creating a quote

To do a quotation, do a sale as normal where you scan or enter the items for the sale. When you are done, instead of selecting 'Pay', select 'Convert Sale to Quote' from the 'More' screen.

Convert Sale To Quotation

Quotations can be linked to one of your existing customers or to a once-off-customer. If you want to link a quote to an existing customer, or you want to create a new customer for the quote, you need to click on the 'Customer' button before you click on 'Convert Sale to Quote'. If no customer is selected when you click on 'Convert Sale To Quote', then a 'once-off-customer' will be used. You will then be promted to enter a name only and the customer will not be added to your list of customers.

You will then be prompted to enter a quote comment (a note about the quotation).

Quotation note

The quote comment can be used to assist the cashier in selecting the correct quote at a later stage. The quote comment can also be printed on the quotation slip but the comment needs to be added in Print Design as the comment is not on the slip by default.

The quotation will then be saved and the quotation slip will be printed. The quotation slip can be customized in the Print Design.

Converting a quote to a sale

To convert a quote back to a sale, click on 'More' and then 'Covert Quote to Sale' (or what you used as the description for the button in your set up).

A list of quotations that have not yet been converted to sales will be displayed.

Quotations

Select the quote and click on 'Convert Quote to Sale'. The quote will then be converted into a sale that can be completed.

History of Quotations

In ROBOTILL Manager you can view all quotations as well as quotations that were converted into sales. In ROBOTILL Manager go to History > Quotations.

Quotation and invoice hisotry

The quotation slip for open quotes and the receipt for converted quotes can be reprinted if needed.