Quote vs. Manual Order — What Is the Difference?
What This Is
BRS lets you create either a quote or a manual order. The main difference is whether the customer still needs to approve the booking or whether you are confirming it for them.
Quote
A quote is an estimate sent to the customer for review.
The customer receives a link where they can:
- Review the order details
- Enter payment if required
- Accept the terms and conditions
- Complete checkout
Once the customer completes checkout, the quote automatically becomes an active order and appears on your calendar.
Best for: customers who want to review pricing or details before committing.
Manual Order
A manual order is created by you on the customer’s behalf when the booking is ready to be confirmed.
Use a manual order when:
- A customer calls and asks you to place the order
- You take payment over the phone
- You are ready for the order to go directly on your calendar
A manual order becomes an active order immediately.
The customer is not sent a separate checkout link to accept the terms and conditions, so your terms should clearly state that placing an order means they agree to your terms.
When to Use Each
Use a quote when the customer still needs to review and approve the booking.
Use a manual order when the customer is ready to book and you are placing the order for them.
Important Note
A quote does not become an official order until the customer accepts it.
A manual order is official as soon as you create it.