Create Customer Quote and convert it to sale on POS in D365 Retail(Commerce)

Customer quotes in D365 Retail is used to give the customers an estimate of the items/products they are intending to buy from a store. It is possible that after getting the quotation, customer would return to the store to purchase the items right away.

Here I am going to demonstrate how to convert a quote directly into an invoiced sales order

1. Add item and customer. Click on the orders tab and then Create quote button

1.  Then click on Ship all button

1. After that click on Customer carry out delivery method. Customer carry out option you will find on the orders tab as well but it will not allow you to select that which is a bug. As a workaround you will need to go to Shipping and then select carry out option.

1. Now on the transaction screen if you click on delivery method then it should ideally show Customer carry out option. Complete the quotation by selecting any payment method.

1. In order to recall this order you need to click on the Recall order button and find the quotation using the receipt number/customer Account number/Email Id etc.

1. Click on edit order

1. It will take you to the transaction screen. Now you need to convert this order to customer/sales order so that it can be converted to a sale from quote. Go to orders tab and click on Create customer order. The status should change to customer order

1. Next click on any payment method and take the payment from the customer.

I hope this helps!