Draft Sales on POS

A draft sale is used when you start entering a sale but aren’t ready to complete it — for example, waiting for manager approval or customer confirmation.

Steps

1. Go to POS and add the products or services to the cart.
2. Click Draft instead of completing the sale.
3. To update the Quotation;
   • On the top-right, Open recent transactions and scroll to the Drafts tab. 
   • Locate the Draft you added and click the Edit button to go to POS and finish the sale.
4. Alternatively, you can go to POS Sales → Drafts.
5. Click Edit to open the draft.
6. Make any needed changes, then finalize the sales to complete the transaction.

Best Practice:
Check your drafts regularly and delete old or unused ones to avoid confusion. Only finalize drafts once all sale details are confirmed.