This guideline gives information about how to process a Quotation/ Pro Forma in our app.
With PREMIUM package, merchant can create Quotation/Pro Forma invoices as they like.
Simply access by clicking on the Order -> Quotations button on the menu bar:
1. Filter quotations
2. Select quantity to display in 1 page
3. Create new Quotation
4. Select 1 or multiple quotations
5. Actions with selected Quotations:
6. Action with 1 specific Quotation
- Resend to customer
- Convert to actual order
- Upload to Google Drive
Once clicking on the New Quotation button, merchants will be redirected to this POS-similar interface, where they can process with creating the quotations as they wish:
There are 2 ways to add custom products in Quotation:
1. Type in the Product name on the line item.
This way, the product will not be added to Shopify store
2. Use the Custom product button
You can add more detail and image of this product, set this to be buyable on front-end as well.
The new product is also added to Shopify store.