Selling at the counter

Make a quote

A quote tells a customer the price. Turn it into a bill when they buy.

Steps8

  1. Open Business.
  2. Tap Quotes & documents.
  3. Tap New.
  4. Pick the customer under Who for?.
  5. Tap Add an item for each item.
  6. Tap Save.
  7. Tap Share PDF to send it.
  8. When they buy, tap Make bill.
The screen for "Make a quote", with what to tap outlined
What to tap is outlined

Good to know

  • A quote does not keep stock aside.
  • Quotes & documents also makes delivery challans and proforma invoices.

Next

Still stuck?

In the app, tap ? on the screen you are on and ask in your own words. Or email support@okount.com. A person replies in writing. Never send your PIN, code or card number.