1. QUOTES
2. DELIVERY NOTES
3. CUSTOMER ORDERS

The documents are a highly effective tool in Revo RETAIL. It allows us to create easily and intuitively: quotes, delivery notes, and customer orders in just a few seconds.

1. QUOTES

How to create a quote

This option enables us to generate a quote for the current transaction. It is designed for clients who need or request a preliminary document with specified products and prices.

To create a quote, follow these steps:

1. Add the desired products to a new transaction.

2. Select a customer by clicking on the button Occasional Customer.

Note: All documents must be associated with a customer. If a customer is not selected from our list beforehand, an error will be displayed.

3. Click on the documents button .

4. Select the option Create quote from the current ticket.

How to search for a quote

You can find a quote in two different ways:

THROUGH THE CUSTOMER PROFILE

• Select a customer by clicking on the button Occasional Customer.

• Click on the documents button for the customer.

  
  
  

• Select Quotes.

  
  
  

• Select a quote from the list. By default, quotes are displayed in chronological order; the latest ones always appear at the top of the list.

  
  
  

  Note: The point to the left of the quotes indicates that it has been converted to a customer order, delivery note, or invoice.

THROUGH THE DOCUMENTS BUTTON

In this case, all quotes from all customers will be displayed, whereas if we go through the customer, only those of the selected customer will be shown.

• Click on the documents button .

• In the search section, select Quotes.

  
  
  

• Select a quote from the list.

  Note: Use the search bar to find the customer more easily.

  
  
  

Quote Options:

Once we have accessed the quotes, various options are available.

• Outdated Prices: In old quotes, it may happen that there have been tariff changes in the products, or they have some kind of promotion. When Revo RETAIL detects such a change, selecting the button allows updating the prices.

• Add Quantity: Clicking on a product, we can use the button to add more quantity.

• Delete Product: Swiping from right to left, we can delete a product from the quote.

• Add Another: We can add new products to the quote.

• Payments: We can associate advance payments, but this must be activated beforehand. More information on activation here.

  • Click on Payments.

    
    
    

  • In the window that opens, click on .

  • Select Cash or Card, add the amount, and click Save.

    
    
    

  • You will be taken back to the previous window, where you can now see the associated payment. Click to return to the quote. If you do not want to convert it into an invoice at this moment, click Save.

    
    
    

  • Once the quote is converted into an invoice, you will see the Advance Payment appear in negative. Thus, at the time of collection, the amount already received will be taken into account.

    
    
    

• Save: Apply any changes made to the quote.

• : Access the options.

  
  
  

  • Convert to Customer Order: The customer keeps the products, check stock availability.

  • Convert to Delivery Note: The customer takes the products but does not pay for them at the moment.

  • Convert to Invoice: The customer wants to buy the products, and we convert it into a sale (invoice).

  • Duplicate: Duplicate a quote from this one and modify the customer.

  • Print: Print the quote on an AirPrint printer.

  • Print Ticket: Print the quote on the ticket printer.

  • Send by email: Send the quote by email to the customer's associated email address.

  • Delete: Delete the quote.

2. DELIVERY NOTES

How to create a delivery note

This option allows us to create a delivery note directly from the current ticket. It is designed for customers who need or request to take the products but do not make any payment for the moment. The delivery note is used as proof.

To create a delivery note, follow these steps:

1. Add the desired products to a new transaction.

2. Select a customer by clicking on the button Occasional Customer.

Note: All documents must be associated with a customer. If a customer is not selected from our list beforehand, an error will be displayed.

3. Click on the documents button .

4. Select the option Create delivery note from the current ticket.

How to search for a delivery note

You can find a delivery note in two different ways:

THROUGH THE CUSTOMER PROFILE

• Select a customer by clicking on the button Occasional Customer.

• Click on the documents button for the customer.

  
  
  

• Select Delivery Notes.

  
  
  

• Select a delivery note from the list. By default, delivery notes are displayed in chronological order; the latest ones always appear at the top of the list.

  
  
  

THROUGH THE DOCUMENT BUTTON

In this case, all delivery notes for all clients will be displayed. However, if we go through the client, only those of the selected client will be shown.

• Click on the documents button .

• In the search section, select Delivery Notes.

  
  
  

• Select a delivery note from the list.

  Note: Use the search icon to find the client more easily.

  
  
  

Delivery Notes Options:

Once we have accessed the delivery notes, various options are available.

• Payments: We can associate advance payments with the delivery note by clicking on Payments. In the tab that opens, click on , select Cash or Card, add the amount, and click Save.

  Note: Advance payments must be activated beforehand. More information here.

• : Access the options.

  
  
  

• Convert to Invoice: The customer wants to buy the products, and we convert it into a sale (invoice).

• Print: Print the delivery note on an AirPrint printer.

• Print Ticket: Print the delivery note on the ticket printer.

• Send by email: Send the delivery note by email to the address associated with the client.

• Delete: Delete the delivery note.

• Archive: Archive the delivery note.

DELIVERY NOTES IN THE BACK-OFFICE

From the Sales / DELIVERY NOTES section of the back-office, we can see all the delivery notes we have generated from the app.

• ID: Identifier of the delivery note.

• Client: Client to which the delivery note is associated.

• Products: Number of products contained in the delivery note.

• Quantity: Quantity of products in the delivery note.

• Date: Date and time of creation of the delivery note.

• Closed: Date and time when the delivery note was closed.

• : We can download the PDF of the delivery note.

3. CUSTOMER ORDERS

How to Create a Customer Order

This option allows us to create a customer order from the current ticket. It is designed to generate a stock need for those products that are not available at the time of creating the order.

By creating an automatic purchase order in the back-office, it will take into account all customer orders generated for each of the products. Additionally, these products will be reserved for customers with pending delivery orders.

To create a customer order, follow these steps:

1. Add the desired products in a new transaction.

2. Select a customer by pressing the Occasional Client button.

Note: All documents must be associated with a customer. If you do not select a customer from our list beforehand, an error will be displayed.

3. Press the documents button .

4. Select the option Create customer order from the current ticket.

How to Search for a Customer Order?

You can find a customer order in two different ways:

THROUGH THE CUSTOMER CARD

• Select a customer by pressing the Occasional Client button.

• Press the documents button of the customer.

  
  
  

• Select Customer Orders.

  
  
  

• Select a customer order from the list. By default, customer orders are displayed in date order; the latest ones always appear at the top of the list.

  
  
  

  Customer orders can have several states. These are shown through circular indicators to the left of each customer order:

  • : Indicates that the customer order has been converted. For example, to an invoice.

  • : Indicates that the customer order has not been converted.

  • : Indicates that the products in the order cannot be delivered. There is no stock.

  • : Indicates that the products in the order can be delivered. There is stock availability.

  • : Indicates that some of the products in the order can be delivered, but others cannot.

THROUGH THE DOCUMENT BUTTON

In this case, all orders for all

clients will be displayed. However, if we go through the customer, only those of the selected customer will be shown.

• Click on the documents button .

• In the search section, select Customer Orders.

  
  
  

• Select a customer order from the list.

  Note: Use the search icon to find the customer more easily.

  
  
  

Customer Orders Options:

Once we have accessed the customer orders, various options are available.

• Add Quantity: Click on a product, and we can use the button to add more quantity.

• Delete Product: By swiping from right to left, we can delete a product from the customer order.

• Add Another: We can add new products to the customer order.

• Payments: We can associate advance payments to the customer order by clicking on Payments. In the tab that opens, click on , select Cash or Card, add the amount, and click Save.

  Note: Advance payments must be activated beforehand. More information here.

• Save: Apply any changes made to the customer order.

• : Access the options.

  
  
  

  • Deliver What's Available: Provide the material, and the customer does not pay for it at the moment.

  • Convert to Delivery Note: The customer takes the products but does not pay for them at the moment.

  • Convert to Invoice: The customer wants to buy the products, and we convert it into a sale (invoice).

  • Duplicate: Duplicate a customer order.

  • Print: Print the customer order on an AirPrint printer.

  • Print Ticket: Print the customer order on the ticket printer.

  • Delete: Delete the customer order.

CUSTOMER ORDERS IN THE BACK-OFFICE

From the Sales / CUSTOMER ORDERS section of the back-office, we can see all the orders we have generated from the app.

• ID: Identifier of the order.

• Requester: Client who has requested the products.

• Products: Number of products contained in the order.

• Status: Status of the order: pending or delivered.

• Date: Date and time of creation of the order.

• Sum: Product value.

• Discount: Discount value.

• Subtotal: Product value before tax.

• Taxes: Value of taxes applied to the product.

• Total: Total value of the product.

• Order Discount: If we have any discount applied to the order, it will appear here.

• : We can download the PDF of the order.