Table of Contents

Change History

Overview

The Customer Quote feature allows a transaction to be saved at the point-of-sale that can be recalled and completed at a later date.  The recalled Customer Quote can then be edited and saved again or completed. 

This Technical Release will explain the steps needed to create, recall, and modify/complete a Customer Quote in the TallySales Cash Register.

Creating a Customer Quote

Customer Quotes are entered in exactly the same manner as normal transactions with regards to adding products and applying discounts.

1. Associate a customer with the current sale.
2. Add merchandise to the current sale and modify accordingly (e.g. discount).

3. Select Create a Quote (The Create a New Quote screen appears).

   The Create Quote button can be found in several locations, depending on the unit's Register Profile:

   • The Product Panel
   • The Function Panel
   • A Speedkey
   • The Menu by selecting Sale Functions > Finish Sale
4. Optional: Enter any Notes for the Quote.
5. Associate a customer to the quote (If not done in step 1).

6. Optional: Enter a Lookup Text.

   The Lookup Text is used for quickly identifying the quote when the customer may have multiple quotes.

7. Select Create Quote.

   Serial Numbers are removed from all Quotes.  When the Quote is completed, the Serial Numbers need to be re-entered.

Viewing a Customer Quote

Using the Create Quote Button

1. Select Create Quote (The Customer(s) with an Open Quote screen appears).
   

    

   The Create Quote button can be found in several locations, depending on the unit's Register Profile:

   • The Product Panel
   • The Function Panel
   • A Speedkey
   • The Menu by selecting Sale Functions > Finish Sale
2. Select the Customer.

3. Press the Select button.

   • If the Customer has multiple open quotes, the Open Quote screen appears.
   • If the Customer has only 1 active quote, the View Quote screen appears. Skip to step 6.
4. Select the Customer Quote to Open.
5. Press the Select button.

6. The View Quote screen appears.

   Button	Description
   Re-Print	Reprint the Quote Receipt
   Cancel Quote	Cancels the current Quote
   Recall	Recalls the Quote for Modification and/or Completion
   OK	Closes the View Quote screen

Using the Open Slip Panel

1. Select the Open Slip button (The Open Slip Listing appears).

2. Select the Quotes Tab.

   All open customer quotes created in the register's configured store are displayed by default.  To view all quotes company wide, select Show All.

3. Double-click the Customer Quote to Open (The Quote is opened within the Product Panel).

Modifying/Completing a Customer Quote

Once the Quote has been recalled, items can be added, edited, or voided in the same manner as a normal transaction. 

1. To save the updated Customer Quote, select Update Quote.

   The Update Quote button can be found in several locations, depending on the unit's Register Profile:

   • The Product Panel
   • The Function Panel
   • A Speedkey
   • The Menu by selecting Sale Functions > Finish Sale

2. To complete the Customer Quote, Settle the transaction in the same manner as a normal transaction.

   A Customer Quote containing serialized products needs to have the Serial Numbers re-entered prior to settling.  To enter the serial number, highlight the serialized product and select the Edit Line Item button.  Finally, select the Resolve Prompt Me Conditions button.