How to create a draft order (quote / estimate)

A draft order lets you save a sale or repair before it's finalized, so you can use it as a quote or estimate and come back to it later. You can reopen a draft anytime, edit its items, print a draft receipt, and convert it into a real order in one click. Drafts never deduct inventory or collect payment until you create the order.

1. 1

   Build the sale or repair as usual

   On the new order screen, add the products, custom products, or repair devices the customer is interested in. You can also attach a customer, notes, and tags. If you don't choose a customer, the draft is saved against a guest customer automatically.

2. 2

   Click Save as Draft

   Instead of pressing Charge, click the Save as Draft button in the cart panel. The draft is saved and you'll see a "Draft saved successfully" confirmation, then you're taken straight to the draft's detail page.

3. 3

   Find your draft later under Drafts

   Open the Drafts page to see every saved draft. Each row shows the key details so you can scan and reopen the right one. Click any row to open it.

   • Customer — the customer name or Guest Customer
   • Total — the draft's total amount
   • Draft Status — Open, Void, Fulfilled, or Unfulfilled
   • Items — number of items on the draft
   • Notes and Date — any note you added plus when it was created
4. 4

   Reopen and review the draft

   The draft view is headed "Draft: [order number]" with an Open status badge. You'll see the Draft information, Items, Repairs, and Payment sections (Subtotal, Discount, Estimated tax, and Total). To change items, click Edit draft order.

5. 5

   Print a draft receipt to use as a quote

   From More actions you can print a draft receipt to hand the customer as a quote or estimate. The print dialog asks "Print draft receipt?" and notes that this is not a final receipt — you can print the official receipt after payment is collected.

6. 6

   Click Create Order to finalize it

   When the customer is ready to buy, click Create Order. The "Create Order?" prompt explains "This action will move this draft to Orders list." Click Continue to convert the draft into a real order, deduct inventory, and move on to collecting payment.

7. 7

   Or void a draft you no longer need

   If a quote falls through, open the draft and choose Mark as Void. Confirm on the "Void this draft order?" prompt, or add an optional reason under "Why do you want to void this draft?" The draft moves to a Void status and won't affect inventory.