Quotes Plugin

You can create an order in the system with an order status: quote, setting titles and expiry status

Quotes are simply an order, with the status Quote. A quote if paid, will progress into a normal order status flow.

Quotes and stock.

Quotes do not allocate stock when first created. 

If a quote progresses to paid or shipped status, then stock is automatically allocated at the same time, so that the stock counts of the products will be correct. 

Merchants can choose to manually allocate the stock to a quote via the notes screen.

Once stock is allocated, you would need to cancel the order to restore the stock. 

Reports

Quotes may appear in some sales reports where the report is not limited to "paid" orders. 


Plugin options

  • Specify Quote or Estimate
  • Set custom heading or subject
  • Set an Auto cancel period where order is cancelled

Learn more about creating Quotes via POS here

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