Draft Orders & Quote Management
Save on-hold orders, edit anytime, and convert to sales—no retyping.
Keep every pending sale organized in one clean dashboard.
Manage quotes and drafts in one place
Sometimes a customer isn’t ready to check out. Save the order as a draft and come back anytime—nothing gets lost.
Edit pricing or add notes, then convert to a final sale in one click. Clean, fast, and audit-friendly.
Quotes → Drafts → Sale
Generate professional quotations from POS, share them, and when the customer is ready—convert to an invoice or sale instantly.
Highlights
- See all in-progress orders at a glance
- Filter by staff, branch, date, or status
- Adjust prices, discounts, and quantities
- Attach notes and customer details
- Quote → Invoice → Sale without re-entry
- Keep history and approvals intact
- Product-specific quotations
- Professional quote PDF from POS
- Park orders until the customer is ready
- Resume on any counter with permissions
- Branch-aware drafts and author attribution
- Clear audit trail for who did what
Retail, B2B, services—works for all
Hold orders for fittings or custom requests, apply special pricing for B2B customers, and keep pending sales organized without manual spreadsheets.
Role-based control & audit history
Sensitive edits can require supervisor approval. Every draft, quote, and conversion leaves a trace—who changed what, and when.
FAQs
Yes. Save any order as a draft, then reopen it to edit items, prices, and notes before converting to a final sale.
Open the quote or draft and click “Convert to sale.” No retyping—payments and receipt creation happen in the same flow.
They do. You can apply custom pricing, discounts, and terms—then generate a professional quotation directly from POS.
Absolutely. Drafts keep complex or pending orders organized, perfect for B2B, fittings, deposits, or special orders.
Never lose a pending sale again
Save as draft, send a quote, and convert to a sale in one click—directly from your POS.