Advanced Functions | ConnectPOS

Quotation

Lindsay Lohan — Mon, 18 Aug 2025 21:06:16 +0000

To save order as a quote
Step 1: Proceed a normal order until the checkout step
Step 2: Instead of completing the order, click on Save as > Quote
Step 3 (optional): Print the quotation template if such template has been set up within Manage > Receipt > Style: Quotation

To convert a quotation to a sale
Step 1: Access quotation list in Menu > Advanced > Quotations
Step 2: Click to view the quotation detail
Step 3: Click Convert to sale

The post Quotation appeared first on ConnectPOS.

Inventory Adjustment

Lindsay Lohan — Mon, 18 Aug 2025 21:03:31 +0000

Step 1: Menu > Advanced > Inventory Adjustment > Enter new stock qty > Save

The post Inventory Adjustment appeared first on ConnectPOS.

Stock TakeStep 1 : Menu > Advanced > Stocktake

Lindsay Lohan — Mon, 18 Aug 2025 21:03:02 +0000

Step 2 : Create a new stock take > Save > Quick start

Step 3 : Process stocktake by adding items to the list and actual inventory counts > Save temporarily or Review when done

Step 4: Override to change new stock qty (if needed) > Complete

The post Stock TakeStep 1 : Menu > Advanced > Stocktake appeared first on ConnectPOS.

Stock TransferTo create a stock transfer request

Lindsay Lohan — Mon, 18 Aug 2025 21:02:21 +0000

Step 1 : Menu > Advanced > Stock transfer

Step 2 : Create a new stock transfer request by selecting origin warehouse and destination warehouse

Add all the items and stock qty > Save

Step 3: Click on New request to proceed with stock transfer > Fill in the amount of stock you want to transfer > Save > Send

Step 4: To receive stock transfer

Go to the outlet assigned to destination warehouse > Advanced > Stock transfer > Request > Fill in the number of items received > Receive

The post Stock TransferTo create a stock transfer request appeared first on ConnectPOS.