Quotation → Invoice flow

Who can use this: Staff who can save quotation / confirm qty, and allocate delivery when using CREDIT. Where to find it: POS (main work) · Sales > Wholesale history (follow-up)

What is this?

The correct B2B wholesale chain on POS. Do not skip steps.

1 Quotation
2 Confirm qty
3 CREDIT  →  Give stock now  (type qty in Now column)
4 Next: payment terms
5 Bill created
6 Print documents  →  Dispatch + Delivery + Invoice

Before you start

• Settings > General Settings > Features > Wholesale order chain = On
• Select a real dealer / shop customer — not Walk-In
• Add products to the cart
• Open register if POS asks

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Full flow

1) Start the bill

1. Open POS.
2. Select the B2B customer (not Walk-In).
3. Add products and quantities.

2) Quotation (prices only — no stock out)

1. On the blue wholesale bar, press Quotation.
2. Print if the customer wants a paper estimate (Print quotation when shown).
3. Stock is not reduced.

3) Confirm qty (still no stock out)

1. When the customer agrees the quantities, press Confirm qty.
2. Order leaves Quotation status (ready to allocate later).
3. Stock is still not reduced.
4. If you change cart lines after this, press Confirm qty again before CREDIT.

4) CREDIT → Give stock now (allocate qty)

1. Press CREDIT (do not use Cash / Card for this chain).
2. Window title: Give stock now.
3. Subtitle: Partial OK. Then payment terms. Remaining stays on this order.
4. Table columns:

Column	Meaning
Product	Line item
Ordered	Confirmed order qty
Given	Already delivered before
Left	Still to give
Stock	Available at this location
Now	Qty to give this trip (type here)

5. Under Who handles this shipment? fill:
   • Dispatch by (store keeper) — required
   • Deliver by — staff, or
   • Or delivery name — external driver name
   • Vehicle no (optional)
6. Press Next: payment terms.

5) Payment terms → bill created

1. Choose the credit payment term (and bill reference if your shop uses it).
2. Confirm.
3. System creates the credit invoice and takes the Now qty from stock.

6) Print documents

Print documents opens automatically:

Button	Document
Dispatch	Dispatch note
Delivery	Delivery note
Invoice	Credit invoice

1. Set Copies if needed.
2. Print all, or open one → Print this.
3. Press Done for the next bill.
4. Remaining Left qty stays on the same order — reopen with Open order or Sales > Wholesale history.

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Tips

• Stock goes out only after payment terms confirm — not at Quotation or Confirm qty.
• Partial delivery: put less in Now than Left; finish later with another CREDIT.
• Open order = reopen a saved quotation / confirmed order into POS.
• Wholesale history is not the same as All Sales.

Common problems

Problem	Solution
CREDIT says confirm first	Press Confirm qty, then CREDIT.
Cart changed	Press Confirm qty again, then CREDIT.
Walk-In blocked	Select a registered B2B customer.
Cannot type more than Left	Lower Now qty.
No permission	Role needs allocate delivery permission.
Payment terms cancelled	Give stock now reopens — fix Now / staff, then continue.

Related pages

• Set up
• Overview
• Common questions
• Wholesale history