Setting Up and Printing Quotes in Shortcuts POS

Configuring Quote Settings

1. Access Configuration Settings:

   • Go to Setup in the bottom-right corner.

   • Select Configuration from the menu.

   • Go to Sales > Point of Sale on the left menu 

2. Enable Quote Terms:

   • Ensure the Quote Terms option is enabled (ticked).

3. Add Terms and Conditions:

   • Enter any Terms and Conditions or Expiry Dates for quotes in the designated field.

   • Click Done to save changes.

4. Restart Shortcuts (if needed):

   • Restart the application to apply the changes if they do not appear immediately.

Printing a Quote

1. Open a New Sale:

   • Navigate to Point of Sale in the top-left corner.

   • Click New Sale.

2. Add a Client:

   • Search for an existing client or add a new one.

   • Select the client and press Next.

3. Add Items to the Quote:

   • Click on the sale line.

   • Select an employee’s name.

   • Choose the required services.

   • Press Done when finished.

4. Review the Estimate:

   • The estimated total will be displayed at the bottom.

5. Print the Quote:

   • Click Quote to print the estimate via your receipt printer.

Quote Format

Printed quotes include the following details:

• Client Information: Name, date, and time.

• Business Details: Shop name and contact information.

• Quotation Breakdown: List of services and pricing.

• Validity Period: Quotes are valid for 14 days.

Key Takeaways

• Always check that Quote Terms are enabled and configured correctly.

• Restart the system if updates do not appear immediately.

• Ensure quotes include accurate client and pricing details.

• Highlight the validity period to set client expectations.

For additional assistance, contact our support team.