Save any POS cart as a trackable quotation

Hold a customer’s cart without losing the sale. POS Quotations turns any Point of Sale cart into a searchable, status-tracked quotation — ready to reload, follow up, or convert into a confirmed sales order the moment the customer is ready.

The problem

When a customer needs more time to decide, cashiers either abandon the sale or use a hold feature that leaves no customer-facing document and no follow-up trail. Every held cart has to be re-typed from scratch later, and nobody in the back office can see which paused carts are still live, expiring soon, or already lost.

The solution

POS Quotations saves any active cart as a persistent sale order quotation with one click. Every quotation carries a status badge, an expiry countdown, and a follow-up owner, so staff can search, prioritize, and convert them into confirmed sales orders without re-entering a single line.

Capabilities

Everything a paused sale needs to become a closed one

Every capability below is implemented in the module.

01

Save as Quotation, live in the POS

A "Save as Quotation" control button sits right in the product screen, with a live item-count badge so cashiers always know exactly how much they are about to save.

02

No hidden line-item ceiling

Bulk and wholesale carts stay safe. Quotations are backed by a standard sale order with no line-count cap, so a 50-item cart saves as reliably as a 2-item one.

03

Searchable backend quotation list

A dedicated "POS Quotations" list replaces the scrolling popup other apps use, with status badges and row decorations for Draft, Sent, Expired, and Converted quotations at a glance.

04

Full POS context on every quotation

The sale order form gains a dedicated "POS Quotation" page showing terminal, session, source, follow-up owner, item count, days to expiry, and an internal note — all in one place.

05

Retroactive quotation creation

A "Create Quotation" button on any completed POS order turns a past sale into a formal quotation, for the customer who wants documentation after the fact.

06

Filters and grouping built for follow-up

Filter by My Follow-ups, Draft, Sent, Converted, Expired, or Expiring Soon, and group by customer, terminal, session, follow-up owner, or status — find the right quote in seconds during a live checkout.

07

Follow-up ownership and notes

Assign any quotation to a staff member for follow-up and leave an internal note for pricing flexibility or customer context — the handoff between cashier and sales team stays visible on the record.

08

One-click conversion to a sales order

Confirm a quotation into a fully-fledged sales order with customer, lines, pricing, and taxes carried over automatically — no manual re-entry, no lost detail.

09

Print or email the quotation

Every quotation is a real sale order, so Odoo's native "Quotation / Order" report and Send by Email action work out of the box — no separate document to manage.

Workflow

How it works

1

Build the cart

Add products to the POS cart as usual, then click "Save as Quotation" from the control-button menu — the live item count confirms exactly what is being saved.

2

Track it in the backend

The quotation lands in the searchable "POS Quotations" list with a status badge, terminal, session, and days-to-expiry visible immediately.

3

Follow up before it expires

Assign a follow-up owner, add an internal note, and filter "My Follow-ups" or "Expiring Soon" so no quote goes stale unnoticed.

4

Reload or convert

Reopen the saved cart at any terminal, or confirm it straight into a sales order — whichever the customer decides.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

No. Quotations are backed by a standard sale order with no line-count cap, so bulk and wholesale carts with dozens of items save just as reliably as a two-item cart.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

POS Quotations

Any POS cart saved as a real sale order quotation with a status badge, an expiry countdown and a follow-up owner — searchable in the backend, printable or emailable, and convertible to a confirmed order in one click.

Buy on Odoo App Store