- Open Point of Sale
- Enter the name of the customer or company you are generating the quote for.
- Put in the items that are being requested for.
- Click on the blue arrow head till you see the Generate Quote then click on it.
- After you need to enter the attendant’s name [in cases of questioning], the credit term, the delivery schedule, that is; the date and time as well as the remark.
- Click on submit after completion.
- To view your quote, Click on SmartSale POS on the menu bar.
- Select Find Sales Quotes which open the Find Sales Quotes page.
- Click on the Sales Quotes you made to view it.
- To print or email the sales quote, right click or double tap your screen (if you use a touchscreen computer) then select the command you want issued. That is either to print or send via email.
HOW TO GENERATE SALES QUOTES
Updated on February 9, 2022
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