How to do a customer quote

Step 1: Open Retail Office

Step 2: Go to Stock

Step 3: Actions

Step 4: Quotes / Orders / Invoices

Step 5: Click on new

Step 6: Search for a customer account to load

Step 7: Click on OK to load

Step 8: Search for items to add by either clicking on Search & add or pressing the down arrow key on a keyboard to open the Quick Add Search

Step 9: Quick Add below

Step 10: Search and load items

Step 11: Enter Quote Units and click on Order button to release Quote

Step 12: Print Quote to screen, printer or file

#retail #pos #sme #quotes


We strive for perfection. Please complete the surveys below to help us better assist you.

Want to Know More About Retail Office?

Did you find the articles above helpful?

Require More Functionality?

Is there functionality/process you require that is not currently available?

Found a Bug or Error in our System?

Are you experiencing any bugs or errors?