(c) Profile Systems Design Group, Inc. 2025 Build: 4.008.748 Help ID: 1954
Press CTRL + F5 to clear your browser's cache, if expected content is not present.
Sales Orders: Quote Creation
A Quote within TransActPOS provides the controls to state the price and quantities of products for a specific customer. Once the Quote is confirmed by the customer, the quote is converted to a Sales Order.
The Sale Order can then be used to create customer-specific purchase orders for the customer. Also, the reorder report knows about the allocations within the sales order and will present this information to the user for quantity considerations.