Pos Quotation Orders

Create And Process Quotation from POS

Cybrosys Technologies

Overview

POS Quotation Orders is a plugin that facilitates the creation and management of Quotation orders from POS window. By default, you can’t create a quotation order from POS window in Odoo. But in some cases, such a simple option can make considerable changes in your sales. This plugin will add a ‘Create Quotation’ in POS window and will facilitate the Quotation creation process without affecting the normal workflow of POS.

Configuration

Go to Configuration-->Point of Sale-->'Enable Quotation'

Features

'Create Quotation' button in POS

Create pos quotations

'Quotation List' button in POS

Quotation list window

Manage quotations from POS

Quotation reference in order receipt and order

Screenshots

After installation, open POS window and start and new Session.

In order to create a quotation you have to add products in Order line. Otherwise it will raise an alert popup with invalid order line.

Add the products in order line and click ‘Create Quotation’ it will give you a popup to add order date and a note for quotation

Once you have successfully created a quotation, you will get a Quotation reference number as in the figure.

You can view and manage the created PoS quotations from Point of Sale -> Orders -> Quotation

Click on any of the quotation to view the details of the particular quotation.

You can view all ‘Draft’ quotation by clicking ‘Quotation List' button in POS. Click the corresponding ‘Confirm’ button.

On confirming quotation, you can view the order lines and customer assigned with quotation details.

POS Receipt with Quotation Reference

Now, if you go to the quotation details you can see that the Quotation status is changed to ‘confirmed’.

POS Order with Quotation Reference

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