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.
Related
- Products & catalog — products, combos and stock levels.
- Point of sale & sales — where sales and orders happen.
- Quotations & invoices — formal quotations and invoices.