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Odoo POS Save Quotations

Introduction

Odoo POS Save Quotations allows POS user to save the order as a quotation and can load the quotation whenever required. It provides a special feature such that the seller can create quotation for any order in running POS session as well as from backend. Also, it allows the seller to reload any quotation from the list of saved quotation at any time.

features

  • A seller can create quotation for any order in running POS Session as well as from backend
  • Seller can load quotation at any time in POS Session from the list of saved quotations
  • A seller can download the quotation receipt while saving quotation.
  • Also, it facilitates the seller to print the quotation receipt while saving quotation.
  • In addition,a seller can send the quotation details to the customer via email

workflow

Save and Load Quotation- You can save and load quotation in running POS Session.
On adding products to cart user can save the quotation for future and load it accordingly.

Save and Print Quotation-

When Seller click on “Save Quotation” a unique Quote Id is generated with an internal note.
On clicking ‘Print’ button, a quotation will be saved at backend and quotation receipt will be generated automatically.

Load Quotation-When user clicks on Load Quotation in POS  screen, a window will appear consisting all the Quotes generated, a user can select and search the quotation which he wishes to load.

Creation of Order-
After loading Quotation in POS, a user can proceed with the payment procedure and on the basis of that POS Order is created.

back end view of saved quotation

The quotations that are created from POS Session will be saved in the backend.
Also, a user can send the Quotation through the mail to customers.

The Order that is created after loading quotation in POS will be saved in the backend under Point of Sale >Orders, with the related Quotation Id.

A user can also select the option to print the Quotation from POS Box(XML Report) or Browser Based(Pdf Report).

Related Quotation Id will be displayed on POS Receipt-

support

Was this guide helpful? Please share your feedback in the comments below.

If you have any issues/queries regarding the module please raise a ticket at
https://webkul.uvdesk.com/en/customer/create-ticket/

For any doubt contact us at support@webkul.com.

Thanks for reading!!

 

Current Product Version - 1.0

Supported Framework Version - v9 & v10

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