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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

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