A quote is a document that lists products and prices so customers know how much they’ll have to pay before finalizing a purchase.
Watch the tutorial below, or click the 3 dotted icon (⁝) in IORAD to download the step-by-step instructions.
View tutorial for detailed step by step
For the best viewing experience, we recommend clicking on the full-screen icon below
10 STEPS
1. Welcome to the tutorial on how to Add Qoutes in Lightspeed
2. Once you have added all the information from the sales, Click "More Actions".
3. Click Create quote
4. You may double check the Quote you have created under the Summary.
5. Toggle on or off if you want to email the Quote to the customer.
6. Click Complete quote
7. To convert the quotes to Sales, Click Quotes
8. You may filter the result to find the quote you were looking for.
9. Once you found the quote you want to convert, click on the arrow to the right icon to convert it to Sale. Then you may proceed with the Usual process of Sale.
10. That's it. You're done.
Thank you for your time.
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
https://www.iorad.com/player/2366178/Lightspeed---How-to-create-a-Quote
