Settings
Set Quote Payment, Bank, Terms and Signature Defaults
Quote defaults fill every new quotation with approved payment instructions, bank details, terms and optional signature.
- Menu path
- Manage -> Quotes
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
frontend/modules/settings_write.html v-pills-quotes, frontend/static/script/js/modules/js/settings.js quote_signature_file and quote_settings_save, frontend/static/script/js/modules/js/sales.js PosnicPro.quotes editor and signature sync, demo.posnic.io quotation editor reviewed on 2026-09-04
Why Quote Defaults Matter
A quotation is a price promise. Default payment method, bank details, terms and signature make the document consistent even when different staff create quotes.
- Payment method tells the customer how to confirm the order.
- Bank details reduce back-and-forth before advance payment.
- Terms explain validity, advance, delivery and acceptance rules.
- Signature image gives the PDF a professional approval mark.
- No signature image means no signatory line on the quote.
Set Defaults
- Open Manage -> Quotes.
- Enter Payment method on new quotes.
- Enter Bank details, such as account name, account number and IFSC or bank reference.
- Enter Terms on new quotes.
- Upload an authorised signature image if the shop wants one.
- Save quotation settings.
- Create a new quote and inspect the PDF or print view.
Signature Image Rules
The code stores the uploaded signature as image data. Keep it small and clean so the quote remains fast and professional.
- Use a small PNG or JPG with a transparent or white background.
- Keep the image under 300 KB.
- Use Remove when the shop should stop showing a signature.
- Do not upload a personal signature unless the owner has approved it.
- Reopen a new quote after saving to confirm the signature displays.
Operator Policy
| Default | Owner decision | Review |
|---|---|---|
| Payment method | Which method confirms the quote. | Check before every campaign or seasonal change. |
| Bank details | Which account receives payment. | Update immediately if bank details change. |
| Terms | Validity, advance, delivery and cancellation rules. | Have owner/legal/accountant approval. |
| Signature | Who appears to authorize the quote. | Keep only approved signatories. |