Once a client approves your quotation, re-entering all products and prices is a waste of time. BPS POS features a 1-click "Convert to Sale" engine that transforms quotes into finalized sales invoices instantly.
Figure: BPS POS 1-Click Convert Quotation to Sale in BPS POS.
1-Click Quotation Conversion Process
Follow these step-by-step instructions inside your BPS POS dashboard to configure and operate this workflow seamlessly:
- Go to Quotations → All Quotations.
- Find the approved quotation and click Actions → Convert to Sale.
- Review Cart & Adjustments: All products, custom quantities, and agreed prices load directly into the POS checkout view.
- Collect Payment: Record Cash, Card, Bank Wire, or mark as Due (Udhar).
- Finalize: The sale is recorded, inventory stock is deducted, and the quotation status updates to "Converted".
BPS POS Pro Tip & Best Practice
Converting a quote automatically links the final sales invoice back to the original estimate number for full end-to-end traceability.
Why This Workflow Matters for Your Business
Lightning-Fast Operations
Eliminate cashier bottlenecks, reduce customer waiting times, and handle peak rush hours effortlessly.
100% Financial Accuracy
Automate tax math, stock deductions, and ledger balances to eliminate human calculation mistakes.
Frequently Asked Questions (FAQs)
Can I modify quantities during quotation conversion?
Yes! If the customer requests an extra item at the last minute, you can add or modify cart lines before hitting submit.
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