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Sales quotations

Issue customer quotes before invoicing at the till, with partial fulfillment.

Sales quotations are pre-invoice offers for a customer. They mirror purchase orders: issuing a quote does not change stock or send anything to ZATCA.

Open Quotations from the home screen (POS permission). Customers are the same records as under Customers.

Create and issue

  1. New quotation — pick a customer (optional), set the quote date, and add product lines with sell price, discount % and VAT.
  2. Save draft keeps status as draft (Q000001 in draft). Delete draft removes it.
  3. Issue quotation fixes the quote for invoicing. Issuing still does not touch stock.

Print A4 or PDF from the editor for the customer file.

Invoice at the till

On an issued quotation, choose Invoice at till to open the POS with the remaining lines loaded, or at the till open the menu → Pick from quotations to choose open lines for the current customer.

Complete the sale as usual. Sale lines link to the quotation, so you can invoice partial quantities across several visits — the same idea as receiving a purchase order in stages.

Completed tax invoices appear under Documents as sales. Quotations themselves are listed there as Sales quotations.