Creating a quote in the Lightspeed X Series allows retailers to provide customers with an estimated cost for goods or services before finalizing a sale. Quotes are useful for giving customers flexibility, especially when they’re not ready to purchase immediately. Quotes can be saved, emailed, and later converted into sales, streamlining the sales process while improving customer service.
This article will guide you through:
Creating a quote from the Sell screen.
Saving and emailing the quote.
Converting a quote into a sale when the customer is ready.
By using quotes in Lightspeed X Series, you can efficiently manage customer inquiries and provide accurate pricing without committing to inventory or requiring immediate payment. This flexibility enhances customer satisfaction and improves conversion rates.
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