Create a quote

Quotes are a great way to give customers an accurate sale price, without removing any items from inventory. A Quote can even be converted to a Sale if the customer decides they want to make a purchase. 

Create a quote


1. Select the Quote icon or Create > Quote from the Ascend desktop.
2. Find and select your customer. Quotes must have a customer attached to save them.
3. In the transaction screen, scan any items you want to include in the Quote. If an item can't be scanned, use the product search bar to find it.

As you add items, you can see the Subtotal, Tax, and Total  for the items in the sale summary

4. You can also add any Shipping costs, if needed.
5. Once you're ready, click the Print icon or Email icon depending on how the customer would like to receive their Quote. 

Convert a Quote to a Sale


The Quote can easily be converted to a sale by unselecting the Quote icon or selecting Tools > Convert Quote to Sale, or simply accepting a payment!

Save a Quote


The Quote can also be saved for purchase at a later date if the customer wants to think about it. 

In the Quote transaction, select the Save icon on the upper left. A customer record must be attached to the Quote transaction for it to be saved. 

Open a saved Quote


If the customer comes back and wants to purchase their quoted items at a later date, you can pull it up a couple different ways:
  1. If the customer has the printed Quote, select Tools > Finish Sale to scan the barcode.
  2. Select View > Quotes on the Ascend desktop, then double-click the customer's quote to open it. 

Sherpa tip

Ascend best practice recommends clearing out old Quotes regularly. But you can take it a step further by regularly checking your quotes (maybe monthly) and giving those customers a call (or sending an email) to remind them of the products they were interested. 

Additional Resources



Sales

  1. Run a sales transaction
  2. Complete a return
  3. Create a layaway
  4. Create a quote
  5. Add a customer
  6. I messed up a sale/payment. How do I fix it?
  7. Change a Tax Rate during a sale
  8. Set up a category flat tax
  9. Create a sales promotion
  10. Add or edit products for an existing sales promotion
  11. Download coupons using the Coupon Wizard
  12. Record a payout
  13. Sell a Gift Card
  14. Sell a Gift Certificate
  15. Issue In-Store Credit
  16. See sales totals for my customers (like what they owe us, what we owe them, and what they've spent over time)
  17. Create, edit, and use coupons
  18. Use the Cash Drawer Counter
  19. Add a country in Ascend
  20. Add a Tax Exception Reason
  21. Create custom payment types
  22. Print a large receipt for a transaction
  23. Exchange a product for a customer
  24. Use rounded payments
  25. See who took a payment
  26. Change the customer in a transaction
  27. Charge a purchase to Purchase on Account (accounts receivable)
  28. Set up Purchase on Account for a customer (accounts receivable)
  29. Close Purchase on Account for a customer (accounts receivable)
  30. Post a payment to Purchase on Account (accounts receivable)
  31. Send invoices for Purchase on Account (accounts receivable)
  32. Handle Special Order items
  33. Process a cash payment
  34. Process a check payment
  35. Process a custom payment type
  36. Process an eCommerce payment
  37. Process a financing payment
  38. Process a gift card payment
  39. Process a gift certificate payment
  40. Process an in-store credit payment
  41. Manually process a credit card, Trek Card, or gift card payment
  42. Process credit or debit card payments using the (Ingenico) payment terminal
  43. Process a Trek Card payment
  44. Process a trade-in payment
  45. Manage Discount Reasons
  46. Discount items on a transaction

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