Quotations
ROBOTILL allows you to create a quotation (Proforma Invoice). 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 the Quotation printed slip to an Invoice in
Print Design.
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', click on the Menu Button.
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 note about the quotation.
The quote note 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 the Menu Button and then 'Convert Quote to Sale' button.
A list of quotations that have not yet been converted to sales will be displayed.
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 Back Office you can view all quotations as well as quotations that were converted into sales.
Go to Home > History. Select Quotations.