F-05Part drawing · Hardware Store POS
Hardware store quotes software: from materials list to sale in one click
Quotation software lets the counter price a list of materials for a customer before they buy. In Hardware Store POS a quotation uses live prices, units and the customer's trade pricing, can be printed or shared as a PDF, and is converted into the final sale when the customer accepts.
!The problem
Why quoting in Word or on paper loses jobs
- 1Prices in a typed quote go stale; the counter then sells at a different price than was promised.
- 2Retyping an accepted quote into the POS doubles the work and the mistakes.
- 3Builders compare quotes from three suppliers; the fastest clear quote often wins.
- 4Without a record, nobody can follow up on quotes that were never answered.
T-01Test rig
Test rig: build a quote, then convert it
Add lines to the quote, apply the contractor's price group, and press Convert to see it become a sale on account.
| Item | Unit | Qty | Price |
|---|
Quotation Q-2026-0042
Simulation for illustration; the live software screens differ in layout.
4 stepsSet-up sequence
How quotations is set up
Start a quotation
Open a new sale as a quotation and pick the customer so their prices and terms apply.
Add the materials
Scan or search items, choose the unit for each line (box, piece, metre) and set quantities.
Send it
Print it or share it as a PDF. The quotation is saved in the list with its own number.
Convert to sale
When the customer says yes, open the quotation and finalise it as a sale, paid or on account.
BOMParts list · the settings involved
What you can set for quotations
| No. | Setting | What it does at the counter |
|---|---|---|
| F-05.01 | Quotation status | Saved separately from drafts and final sales, with its own list. |
| F-05.02 | Customer pricing | Customer group and selling-price group apply to quote lines. |
| F-05.03 | Units per line | Each line can be in a pack unit or base unit. |
| F-05.04 | Invoice layout | Quotations print on your own layout with logo, terms and validity text. |
| F-05.05 | Convert | Edit the quotation and finalise it to create the sale; stock moves only then. |
| F-05.06 | Notes | Delivery, job-site and validity notes on the document. |
⚠Field notes
Quote habits that win the job
State validity
Add "valid for 7 days" in the layout terms; material prices move.
Quote in the units they order
Builders think in boxes, sheets and lengths; match their list.
Follow up the open ones
Review the quotation list each week and call the open quotes.
Don't reserve stock blindly
Quotes don't move stock; for big jobs, check availability before promising dates.
Parts that fit with this one
Q&ASheet set · FAQ
Quotations: questions owners ask
- Can I create quotations in the POS?
- Yes. A sale can be saved as a quotation instead of being finalised. It keeps its own number and appears in the quotations list.
- Does a quotation take stock out of inventory?
- No. Stock only moves when the quotation is converted and finalised as a sale.
- How do I turn an accepted quote into an invoice?
- Open the quotation, make any changes, and finalise it as the sale, paid now or on the customer's account.
- Can I send the quote by email or WhatsApp?
- You can print it or save it as a PDF and send that file however you like, including WhatsApp, which most UAE and Pakistan customers prefer.
- Do contractor prices apply on quotes?
- Yes. Choose the customer first and their customer group or selling-price group applies to every line.
- Can a quote have lines in different units?
- Yes. Each line can be a box, a piece, a metre or any unit set on the item.
- Can I see which quotes were never accepted?
- Yes. Open quotations stay in the quotations list until converted or deleted, which makes a simple follow-up list.
- Can I put my terms and validity on the quote?
- Yes. Your invoice layout carries your logo, address, tax numbers and terms text, including how long the quote is valid.
See quotations with your own items
Send a few rows of your item file and we set this feature up for your store on a live demo. Or start the trial and try it straight away.
21-day free trial · no card to start · no contract