Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Point of Sale (point_of_sale) • Sales (sale_management) • Website (website) • eCommerce (website_sale) • Discuss (mail) • Inventory (stock) |
Lines of code | 417 |
Technical Name |
wbl_pos_order_estimate |
License | OPL-1 |
Website | https://store.weblyticlabs.com |
Versions | 14.0 15.0 16.0 17.0 18.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Point of Sale (point_of_sale) • Sales (sale_management) • Website (website) • eCommerce (website_sale) • Discuss (mail) • Inventory (stock) |
Lines of code | 417 |
Technical Name |
wbl_pos_order_estimate |
License | OPL-1 |
Website | https://store.weblyticlabs.com |
Versions | 14.0 15.0 16.0 17.0 18.0 |

Estimates
POS Order Estimates
The POS Order Estimate app enhances sales by allowing POS users to send order estimates to customers before finalizing transactions. POS users can add products to the POS cart and send an order estimate directly to the customer's email. This feature streamlines communication and provides customers with a detailed breakdown of their intended purchases, aiding in informed decision-making. Admin can view and manage all order estimates in the backend, tracking essential details such as estimate reference ID, date, customer information, taxes, and total amounts.
POS Order Estimates Benefits
Improved Customer Decision-Making
Enhanced Customer Communication
Efficient Backend Management
Transparent Order Processing
Simplified Sales Workflow
Increased Sales Flexibility
POS Order Estimates Features
Dual Button Options:
-
Create Order: After creating an order estimate, POS users can click this button to proceed
with the current estimate and return to the POS screen with the same cart contents.
New Order Estimate: Use this for sending new estimates. Upon selecting this option, the POS screen refreshes, allowing users to add different items to the cart for a new estimate.
Order Estimate Functionality:
- POS users can send order estimates, transparent communication with customers before payment. Simply add items to the cart and use the Order Estimate button to generate and send the estimate to customers.
Backend Management:
- Admins can access a comprehensive view of order estimate histories, showing reference ID, customer details, and order amounts within the backend for management and reporting purposes.
Email Delivery:
- Customers receive order estimates via email, provided by the POS user, and they have all the necessary purchase details before payment confirmation.
Seamless POS Integration:
- The app integrates effortlessly with the POS system, smooth transitions between creating estimates and generating final orders.
POS Order Estimates Workflow
- The POS user adds products to the cart.
- Tap the order estimate button to proceed.
- The POS user enters the customer's email ID and sends the order estimate receipt to their email.
- Navigate to Point Of Sale > Orders > Order Estimate and click the Order Estimate option. The admin can then view the list of order estimate histories with detailed information in the backend.

Frequently Asked Questions
Sometimes you need a quick answer to your
question. You can get it right away here.
General
Order Estimate Button
The POS interface displays the order estimate button. Clicking it will generate an estimate for the selected products and services.


Enter Customer Email ID
Input the customer's email ID in the POS to automatically send the order receipt estimate to the customer. Click Create Order to continue.
Order Estimate Option
Navigate to Point Of Sale, then go to Orders and select Order Estimate. Click on the Order Estimate option to access the list.


Order Estimate List
The backend displays a list of all previous estimate records, allowing the admin to review.
Order Estimate Detail
The system provides a detailed view of each order estimate in the backend.


Order Estimate Email Dispatch
The customer receives the order estimate via email with an attached receipt. Click the attachment to view the details.
View POS Receipt
Customer can view the POS receipt in their email inbox, which they can download or print as needed.


New Order Estimate
Click the 'New Order Estimate' to create a new estimate. Existing cart items are cleared, and the new products are added for the latest estimate.
Weblytic Labs Odoo Services
Weblytic Labs - Your one-stop solution
Thank you for exploring our Odoo App. We are committed to continuous improvement to enhance your
experience.
Should you encounter any issues or have feature requests for our Odoo App, please don't hesitate
to contact us at
We eagerly await your notification!
Must Have Apps
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