Quotations, reservations & layaway

Quotations

A quotation freezes the metal rates it was priced at until its date. Mark it Accepted when the customer agrees; Sell now at the POS charges the frozen rates.

Lines that are to be made, not pieces in stock, can become a custom order at the quoted price with one press. Your quotation terms (Settings → Orders & Service) print on every quotation.

Layaway

Orders & Service → Layaway

The piece is held at today's price while the customer pays in weekly, fortnightly or monthly installments. Every payment sits on their deposit account; the last one completes the sale and the piece goes home.

The minimum first payment, the longest plan, the grace after the last date and the cancellation fee follow Settings → Orders & Service. Defaults come from your country's consumer rules — check the law where you trade.

1. 1 Layaway → New layaway: scan the tag. Today's price shows; choose the first payment, the number of installments and how often.
2. 2 Print the agreement for the customer to sign. The piece is reserved for them until the last due date plus the grace days.
3. 3 Take payments from the layaway page. Overdue installments show in red, on the list and as CRM reminders.