Create a Point of Sale Quote

Customer and Contact

• Select Point of Sale from the left side navigation menu. 
• Select a customer and contact for the order. (For more information, see POS-Customers/Contacts)

Order Items

• Use the Search field to find a specific Product.
• The Product Catalog options can also be used to narrow down your search.
• Once you have located the desired products click Add to Cart.

Cart Modifications

• Review the Cart and make any required changes.         
• Note: Products can be modified once added to the cart. (For more information, see POS - Modifying Cart Products)

PO Number and Discount

• A PO Number can be added to the quote if necessary.
• There is also an option to add a Discount (% or $).

Notes, Pay Now, and Place Order

• Notes can also be added to the order. For more information on adding notes, see General - Notes.
• Once all the quote information has been completed, the quote can be created by clicking on the arrow to the right of Place Order and then Save As Quote.

A new order will be created and the Order's view page will open.

Note: If you do not want to place the order, select Cancel Order. All order information will be cleared if the order is canceled.