Quotations
Price a job for a customer, send the quote on WhatsApp, and turn it into an invoice when they agree — without moving any stock until then.
Why quote
A customer — often a garage — asks what the parts for a job will cost. A quotation gives them a proper price list with your shop's name on it. Stock does not move and nothing is owed until the customer agrees and you turn the quote into an invoice.
Quotations are on from the start for a spare-parts shop. Any other shop can use them too: if Quotes is not in the menu, switch on Write quotations under Settings → Shop & VAT.
Write a quote
- Open Quotes and press New quote.
- Choose the customer, or Add customer if they are new.
- Add the items: parts from your stock, and any labour or delivery charge.
- Check the Quote date and set Valid until — the date after which your prices may change.
- Add Notes to the customer or Terms & conditions if you need them.
- Press Save & share.
Send it
From the quote, press Share:
- Send by WhatsApp opens WhatsApp with a message and a link to the quote. The customer opens the link on their phone — they see your quote, with your logo, and can print it.
- Copy link gives you the same link to paste anywhere.
- You can also print it.
When the customer answers
- They agree: press Mark accepted.
- They say no: press Mark declined. The quote stays on record.
- They want changes: Edit the quote, or Duplicate it to start a new one from it.
Turn it into an invoice
When the customer is ready to buy, open the quote and press Convert to invoice.
UDS POS asks how they are paying:
- they pay the whole amount now;
- they pay part now and the rest later — enter the Amount paid;
- they pay nothing now — the invoice goes on their account.
The stock leaves your shelves now, not when you wrote the quote. What is still owed appears on the customer's account — see Credit customers and part payments.
Press View invoice to print it or share it the same way as the quote.