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Point of SaleSales Tool 2 min read 1:20 video

Proforma Quotes: Generate Price Estimates Without Ringing Up Sales

Give customers an itemized price quotation for their prescription or shopping list before they commit, without deducting inventory or recording sales revenue.

Video Walkthrough: Generating, printing, and converting proforma quotes into sales

Video duration: 1:20

Step-by-Step Instructions

  1. 1Add the requested products to the POS cart as normal.
  2. 2Tap 'Preview' in the cart's action row to open the Proforma Quote.
  3. 3Optionally select or enter the customer's name and contact information.
  4. 4Print or export the Proforma Quote. When the customer returns to buy, recall the quote and convert it to a live sale with a single click.

Pro-Tip & Business Impact

Proforma quotes never deduct physical shelf stock until they are officially converted into completed sales.

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