Step by step
- Open Sales > Draft List.
- Open Filter Options, choose the Customer, From Date and To Date and press Filter. A search looks through all dates.
- Click Action on a row. View shows the draft, Edit opens it to finish it, Duplicate starts a new sale with the same items and Delete removes it.
- To sell a draft from Add Sale press Edit, check the items and the payment, set Status to Final and press Save Changes.
- The last row shows the totals of Total Qty and Total Amount.
- Excel, Pdf and Print export the list. New (F3) opens Add Sale.
Good to know
- A draft made on the POS opens on the POS screen when you edit it; a draft from Add Sale opens on the Edit Draft page.
- Edit, Duplicate and Delete are shown only for the drafts of your own shop, and each needs its permission.
- Drafts are not shown in Manage Sales. When a draft is made final it moves there.