Make a quotation

A quotation tells a customer what they would pay, and holds those prices until a date. Nothing is charged and nothing leaves stock. When they say yes, it becomes a sale at the till, at the quoted prices.

Steps

1. Tap Quotation at the top of the till

   Kila says “Quotation mode. Nothing is charged or taken from stock; the quotation holds the prices until its validity date.”

   Zoom

   

2. Choose the customer

   Tap Choose the customer for this quotation and find them. A customer with prices of their own, such as Prices Institutions, gets them on the quotation.

3. Add the products

   Search, scan or tap as for a sale, and set the quantities.

4. Tap Save quotation

   Kila asks how long the prices hold: Valid until starts 14 days ahead at Soko Fresh. Add a Note on the quotation if it helps, such as delivery terms or a contact person. “Prices are held on the quotation. Stock is not reserved until it becomes a sale.”

   Zoom

   

5. Tap Save quotation again, then print or send it

   Kila says Quotation QT-000001 saved: “Valid until … Convert it from Quotations when the customer is ready.” Tap Print quotation or Send quotation to give it to the customer.

When the customer says yes

1. Open Sales › Quotations. Under Open, each quotation shows the customer, who prepared it and its Valid until date.
2. Tap Convert (7). The till opens with the quotation in the cart: “Quotation QT-000001 loaded”, and the cart says Converting quotation QT-000001.
3. Charge it as usual. The payment says Charge for QT-000001, and the quotation moves to Converted, with the sale‘s number.

Zoom

Tip

Order, beside Convert, turns the quotation into an order instead: the stock is reserved and the customer pays a deposit now and the rest when they collect. See Take an order.

What if

The customer needs more time

On Sales › Quotations, tap Extend and choose a new Valid until date: “Prices stay as quoted until this date.”

The customer says no

Tap Expire. Kila asks first: “The customer can no longer convert it at the quoted prices.” An expired quotation can still be extended.

Related

• Take an order: when the customer wants the goods kept for them.
• Add a customer to a sale: the same search.
• Print or send a receipt: sending works the same for a quotation.

Next: follow up before the date: Expiring in 3 days on Sales › Quotations counts the ones running out.