1.) Enable POS Quotation from General Settings

This screen allows administrators to activate the POS Quotation feature directly from the Odoo General Settings menu. By enabling this option, the system automatically adds quotation capabilities to all POS sessions. This setting ensures that quotation functionality is globally enabled across the POS environment without requiring additional configuration.

Navigation : Setting → INKERP → Enable POS Quotation

2.) POS Quotation Options in Point of Sale Configuration

This configuration panel offers fine-grained control over quotation behavior within POS. Users can enable automatic email notifications when a quotation is saved and define how quotations should be loaded in the POS interface. Whether loading all quotations or customer-specific ones, this setup gives businesses flexibility to tailor workflows based on operational requirements.

Navigation : Setting → Point of Sale → POS Quotation

3.) Save Quotation Button in POS Interface

A dedicated Save Quotation button is added directly to the POS cart interface, allowing users to save the current order as a quotation in one click. Cashiers can generate quotations without leaving the POS or interrupting their workflow.

4.) Quotation Save Popup with Notes and Actions

When saving a quotation, a popup window appears where users can enter optional notes or comments for internal or customer reference. The popup provides multiple actions such as Save, Save & Print, and Cancel making it easy to generate a quotation quickly while keeping the workflow intuitive and organized. This enhances clarity and communication during the quotation process.

5.) Load Quotation Button Added to POS Actions Menu

This screen introduces a new Load Quotation button directly inside the POS Actions dropdown. Cashiers can quickly access previously saved quotations without leaving the POS interface. This provides faster workflow navigation, especially for businesses that frequently follow up on quotations before completing a sale.

6.) Select Quotation From Smart Dropdown

When loading a quotation, users are presented with a searchable dropdown list of available quotations. Each entry clearly displays the quotation number and customer name, helping users identify the correct quote instantly.

7.) Quotation Details Preview Before Loading

Before confirming, the POS displays a full summary of the selected quotation, including customer, creation date, total amount, and status. This preview ensures transparency and accuracy before loading the quotation into the cart.

8.) Auto-Populate POS Cart With Quotation Items

Once a quotation is loaded, all products, quantities, and prices are automatically filled into the POS cart. A confirmation notification appears, and the cart displays the Related Quotation reference. This seamless transfer ensures a smooth transition from quotation to order without re-entering product lines manually.

9.) Print Receipt With Linked Quotation Reference

After completing payment, the POS receipt includes a clearly visible Related Quotation reference. This ensures complete traceability between the finalized POS order and the original quotation. The feature is valuable for customer transparency, record audits, and after-sales support.

10.) Backend POS Order Shows Linked Quotation

In the POS backend, the generated order includes the associated quotation reference under the Extra Info tab. This helps managers and accountants track which orders originated from quotations. The linkage enhances reporting accuracy and improves business workflow visibility.

Navigation : Point of Sale → Orders → POS Order

11.) POS Quotation Updated to Done After Order Completion

Once the quotation is converted into a POS order, its backend quotation record is automatically updated to Done. This ensures the quotation lifecycle is properly tracked and prevents it from being reused accidentally.

Navigation : Point of Sale → Quotations → POS Quotation

12.) View Customer-Specific Quotations From POS

This screen adds a Quotations shortcut inside the customer menu, allowing POS users to instantly access all quotations linked to a selected customer. It helps cashiers quickly retrieve customer-specific proposals without leaving the POS flow.

13.) Search and Load Quotations for Selected Customer

After choosing the Quotations option, a list of all quotations for the selected customer is displayed with clear details such as quotation number, date, amount, and status. The search bar allows quick filtering, helping users find the exact quotation instantly.

14.) Auto-Filled POS Cart With Customer Quotation Items

Once a customer quotation is loaded, the POS cart automatically displays all line items, quantities, and pricing from the quotation. The customer is assigned, the total is updated, and the Related Quotation reference is shown for full traceability. A confirmation message ensures the user knows the quotation was successfully applied, enabling a fast transition to payment.