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.