Quotes in the Lightspeed X Series allow you to give customers a formal price estimate for their purchase before committing to a sale. Once the customer approves the quote, you can quickly convert it into a sale—streamlining your workflow and avoiding manual re-entry of product details.
This article will guide you through the steps to convert an existing quote into a completed sale, ensuring a smooth and efficient transaction process.
Eliminates duplication: No need to re-add products or customer details.
Tracks customer journey: Easily follow the status from quote to sale.
Improves efficiency: Speeds up the sales process, especially for repeat or high-value orders.
Supports on-account or layby payments: Process payments as per the customer’s choice once the sale is created.
Once converted, the original quote is marked as converted and cannot be edited.
The sale will now appear under the Sales History tab for record-keeping.
Quotes that are not converted remain accessible for future conversion or cancellation.