Quotes Plugin

You can create an order in the system with an order status: quote, setting titles and expiry status

Quotes are simply an order, with the status Quote. A quote if paid, will progress into a normal order status flow.

Quotes and stock.

  • Quotes do not allocate stock when first created.

  • If a quote progresses to paid or shipped status, then stock is automatically allocated at the same time, so that the stock counts of the products will be correct.

  • Merchants can choose to manually allocate the stock to a quote via the notes screen.

  • Once stock is allocated, you would need to cancel the order to restore the stock.

Reports

Quotes may appear in some sales reports where the report is not limited to "paid" orders. 


Plugin options

  • Specify Quote or Estimate
  • Set custom heading or subject
  • Set an Auto cancel period where order is cancelled

Creating Quotes via the POS system

Learn more about creating Quotes via POS here

Creating a Quote via the CMS

Quotes can be created via CMS by viewing the relevant member and choosing to CREATE AN ORDER.

When it comes time to create the quote, you can change the action to Save Quote via the dropdown option indicated below:

Sending the quote to the customer will send the order with the title Quote rather than Order or Invoice.

How Quotes appear in the Orders area

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