How POS Quotation Order Works in Odoo 18 (Enterprise)

How POS Quotation Order Works in Odoo 18 (Enterprise)

Introduction : 

In Odoo 18 Enterprise, the integration between the Point of Sale (POS) and the Sales module allows businesses to create quotations directly from the POS interface. This feature is especially useful when a customer is not ready to purchase immediately but wants a price estimate or wants to confirm later.

POS quotation orders help businesses manage potential sales effectively without losing customer interest.

What is a POS Quotation Order?
A POS quotation order is a draft sales document created from the POS session when:

  * The customer wants to review the price
  * The purchase decision is delayed
  * Items need approval before buying

Instead of completing the payment instantly, the order is saved as a quotation and can be confirmed later.

Why Use POS Quotation Orders?
  * Helps handle delayed purchases
  * Avoids losing potential customers
  * Improves sales tracking
  * Enables conversion of quotations into orders later
  * Provides flexibility in retail operations

How POS Quotation Order Works (Step-by-Step)
Step 1: Open POS Session
  * Go to Point of Sale module 
  * Open a POS session
  * Click  action Button  > quotation order Button to click 
 * Select The SO order   * Select the order > click settle Order Button   * The selected Quotation Order  To display the Pos session  * Click payment button and validate the Order 

Key Features
  * Seamless integration between POS and Sales
  * Easy conversion from quotation to order
  * Centralized tracking of all quotations
  * Improved customer follow-up

Benefits
    * Increases sales opportunities
    * Enhances customer experience
    * Reduces missed transactions
    * Supports flexible selling process

Conclusion

The POS quotation feature in Odoo 18 Enterprise bridges the gap between instant sales and delayed decision-making. By allowing users to save orders as quotations directly from POS, businesses can manage leads efficiently and convert them into confirmed sales at the right time.

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