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Articles on: Sprwt Supprt

Can staff load a Proposal into the POS and collect payment on it, like a regular sale?


Yes, when the Proposals module is on. Open the hamburger menu inside the POS (or the sidebar in Checkout As) and choose Proposals — a searchable card list of proposals filterable by status (All, Pending, Accepted, Partially Paid, Fully Paid, Past Due, Rejected). Tap a proposal to see its detail and either View Proposal or Collect Payment. Collect Payment loads the proposal's full line items into the active cart and sends you to the normal payment screen; if the proposal allows a percentage or fixed deposit and nothing has been paid on it yet, a deposit option shows there too. After payment completes, the proposal's balance/status updates automatically.

Where to find it: /admin/pos (hamburger menu > Proposals) or /admin/checkouts/new (sidebar > Proposals)

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