The following video discusses creating a new quote in the RPS Point of Sale system efficiently and accurately.
Creating a New Quote in RPS Point of Sale
Key Steps:
Log in to RPS Point of Sale.
Click on the menu button, navigate to the Point of Sale menu, expand it, and select "Quote."
Select the location for the quote.
Assign a customer to the quote by searching for their information (name, phone number, address, email).
Optionally, adjust the ship to information if different from the bill to address.
Save the quote with the location and customer information.
Optionally, add additional details to the quote in the Quote Information panel, including warehouse notes, delivery notes, and general notes.
Save the quote.
Cautionary Notes:
Ensure the correct location is selected for the quote.
Double-check customer information before saving the quote.
Use the Quote Information panel to add any necessary details for the quote.
Tips for Efficiency:
Utilize the search function to quickly find customer information.
Save time by adding additional details to the quote in the Quote Information panel.
Remember that line items can be added to the quote at a later time if needed.
By following these steps, team members can effectively create a new quote in the RPS Point of Sale system with accuracy and efficiency.