Use Striven POS to create, maintain or delete quotes

Create Quote

Follow these steps to create a new quote

	Creating a Quote

	Creating a Quote
1	Open the POS window. (Alt, P, P)
2	Press F3 then select Q Quote from the Sale type menu.
3	Select <N> Switch to current NEW Quote from the Quote window. This opens the Quote Details window
4	In the Client Code field, enter the debtor code or press F2 and select the debtor from the pop up window.
5	Press F9. The client information should now be populated. (Top Left of the window)
6	Scan or select all items for the quote and press F9
7	The Print Quote window appear. Press ENTER to print.
8	The Print Quote with Profit window appear. Press ENTER to print or ESC to cancel
9	The quotes have now been printed and appear in a pop up window.

Retrieving or Modifying a Quote

Follow these steps to retrieve or modify a quote

	Retrieving or modifying a quote

	Retrieving or modifying a quote
1	Open the POS window. (Alt, P, P)
2	Press F3 then select <Q> Quote from the Retrieved Saved Document window.
3	Select <M> Retrieve/Modify an Existing Quote.
4	You are in the quote search window. In the Quote field press F2 to search for the quote. Or Search by typing in one of the following: document number, debtor name, transaction date, order number, contact name or serial number. Or Scanning the Barcode
5	Once the quote has been selected the Document selected information will now be populated.
6	Press F9 and select the relevant from the quote options window. No Reprice leaves the price as is. Reprice Cost Only will keep retail price the same but adjust cost price. Reprice Both adjusts both retail and cost.
7	Make any changes to the quote.
8	Press F9 to print the new quote.

Follow these steps to convert a Quote to a Sale

	Converting a quote to a sale

	Converting a quote to a sale
1	Open the POS window. (Alt, P, P)
2	Press F3 then select <Q> Quote from the Sale type window.
3	Select <M> Retrieve/Modify an Existing Quote
4	You are in the quote search window. In the Quote field press F2 to search for the quote. Or Search by typing in one of the following: document number, debtor name, transaction date, order number, contact name or serial number. Or Scan the Barcode
5	Press F9 and select <N> No Reprice from the quote options window to bring up the quote.
6	Press F3 and select the relevant Sale type
7	The quote has now converted to sale. Complete sale as normal

Follow these steps to cancel or delete a quote

	Cancel or Delete a quote

	Cancel or Delete a quote
1	Open the POS window. (Alt, P, P)
2	Press F3 then select <Q> Quote from the Sale type window.
3	Select D - Delete / Cancel Quote
4	Select S - Search for Quote to Delete
5	You are in the quote search window. In the Quote field press F2 to search for the quote. Or Search by typing in one of the following: document number, debtor name, transaction date, order number, contact name or serial number. Or Scan the transaction Barcode
6	Once the quote has been selected, choose from: C - Mark as Cancelled Will set the status to Cancelled on the Quote. The Quote will still be accessible to view or reprint at a later date. O - Mark as Completed Will set the status to Completed on the Quote. The Quote will still be accessible to view or reprint at a later date. D - Delete Quote Will physically DELETE the quote, so you will not be able to ever see details about what was on this quote ever again. The quote will NOT be accessible to view If you are unsure, select Mark as Cancelled.