Kigo POS – Quote Usage Instructions

This interface enables creating and managing quotes, sending quotes to customers and converting a quote into an invoice.

Tab Navigation

• Open Quotes – overview of all open quotes.
• Quote – main view for entering line items and customer.
• Items – browse and add items.
• Customer – select or enter customers.

Entering and Managing Line Items

• Adding an item:
  • Enter the item code or barcode in the field and press Enter, or click the >+ icon in the item table.
  • To add via a dialog, click the button or press F4.
• Changing quantity:
  • Enter the quantity in the corresponding field and press Enter.
• Deleting all items:
  • Click the Delete All button or press F10.

Managing Customers

• Adding a customer:
  • Click the Customer button or press F2.
  • In the dialog, search for or add a new customer.

Quote Note

Click the Note button to add a note to the quote.

Saving, Printing and Sending a Quote

• Save: Click the Save button to create the quote.
• Print: Click the Print button to print the quote.
• Send by e-mail: Click the Send button to send the quote to the customer by e-mail.
• Convert to invoice: You can convert the quote into an invoice by clicking the corresponding option.

Keyboard Shortcuts

• F2 – Customer
• F4 – Add Item
• F5 – New Quote
• F10 – Delete All Items

Additional Notes