Create Sales Offer

In enforePOS, you have the possibility to create a sales offer for your customers. To do this, follow these steps:

Assign Sales Offer to a Customer

Use Already Created Customer

If you have already created the customer in your enforePOS, type the first letters of the name and select the appropriate entry from the list.
Create New Customer
1. If it is a new customer, tap on [Create New Customer].
2. Select whether the customer is a private or corporate customer. In this example, we select Private Customer. ⮕ The Create Private Customer window opens.
3. Enter the full name, phone number and email address.
4. Confirm your entries by tapping [Create Customer]. ⮕ The Create Private Customer window closes. You return to the Create Sales Offer window.

Enter the following information here:

Offer Date: Select the offer date here. By default, the current date is displayed. If you are creating an offer retrospectively, you can also choose a date in the past.
Sales Channel: Choose the sales channel (POS location) via which you want to sell the sales items.
Responsible: Select the person responsible for the offer. By default, the person currently logged into enforePOS is selected. Tap the field to select another staff member.
Via: Select here how the customer placed the order.
Show net prices on invoice: Check this option if you want to show the net prices on the invoice.
Confirm your selection with .
⮕ The Create Sales Offer window opens.

Tap on [+ Add Line Item].
Enter the first letters of the desired sales item and select the sales item from the list.⮕ The sales item has been added successfully.
To increase the quantity, tap on the sales item.
Either enter the desired quantity manually or tap on to increase the quantity and confirm by tapping on [Complete].
Repeat these steps if the customer wants to order more sales items.

To specify an invoice address, tap on [Select Invoice Address] and do the following:

The invoice and delivery address are mandatory fields and must be filled in to create a sales offer.

Use already created invoice address
Tap on [+ Select Invoice Address] and select here the already created invoice address or tap on [+ Add Invoice Address].
Add new invoice address
1. If you want to add a new invoice address, tap on [Select Invoice Address] and select [+ Add Invoice Address] here.
  ⮕ The Create Invoice Address window opens.
2. Enter the address and optionally a phone number.
  Confirm your entries with . ⮕ The Create Invoice Address window closes.

To specify a delivery address, proceed as follows:

Tap on [Select Delivery Address].
Tap on the invoice address if the delivery address is the same. If the customer has a different delivery address, tap on [Add Delivery Address] and repeat the previous steps.

Tap on [Payment Terms] to set a payment term for the sales offer.
Choose one of the following payment terms. Here you can also set a custom payment term.

Tap on [Create sales offer] to complete the process. Alternatively, you can tap on [Save Draft] to distribute the sales offer to the customer at a later time. The sales offer is then listed in the Drafts overview.

To distribute the sales offer to your customer, go to the sales offer in the History overview.
Swipe from right to left on the sales offer.
Tap on the printer icon.
⮕ The Print or send documents window opens.
Select the document you want to distribute to your customer.
Tap on [Next].
Choose here how you want to distribute the sales offer to your customer. Multiple selection is possible. In our example we choose email.
Tap on [Complete]. ⮕ The sales offer has been distributed to the customer in the desired form.