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Shop quotations & stock

Sales quotations, awaiting stock and stock movements.

Shop quotations & stock

Sales quotations, awaiting stock and stock movements — the bridge between the catalog and the ledger.

Sales quotations

Shop quotations live under Shop → Sales Quotations (/dashboard/shop/qoutations):

  • Create — quote a customer from the product catalog at the right price.
  • Convert to sale — one action turns the quotation into a sale at the till.
  • Transfer — pass a quotation to another user or terminal.
  • Email — send the quotation by email with a receipt-style view.
  • Public share — share a quotation link with a customer who is not signed in.

Awaiting stock

When a sale includes items that are not in stock, they move to Shop → Awaiting Stocks (/dashboard/shop/stock-awaits):

  • Work queue — every out-of-stock line item waiting for supply.
  • Resolve — mark items as restocked or fulfilled.
  • Bulk update — resolve many lines at once.
  • Status filter — see open and resolved items.

Stock movements

Every change to stock is recorded (/dashboard/shop/stock-movements):

  • In and out movements across sales, purchases, returns and stock takes.
  • Export — download movement history for reconciliation.

Stock takes

Count physical stock with the stock-take flow in the mobile admin portal (see Mobile admin) and reconcile counts against the ledger.

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