How to create draft sales
- Sales can be saved in the quotation section without initiating any financial transaction.
Point!
- From the sidebar, click the 'draft' access the draft page.
Draft List
- Here, This page shows details such as date, branch, reference no., customer, quantity, total amount. you can also view details , edit , delete etc.
Point!
- To access the draft list, click on "Draft List" under the Sales module in the sidebar.
Add draft
- You can access add draft from draft list or add sales page .
Point!
- click the ' Add Draft' to save in draft list.
- Click the 'Save as Draft ' button to add draft .
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Point!
- Click the 'Save as Draft' to save information in draft page.
Edit Draft
- From draft list page , you can access edit draft page
Point!
- Click the 'Edit' access the edit draft page.
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- You can edit all information except branch.
- Here , you can make sales , save as quotation also .
Point!
- Click the 'Update draft' to update information in Edit draft page.
Draft view
- You can access draft view page from draft list .
Point!
- From the draft list, click the 'View' to access the draft view page.
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- This is draft view page . You can view all draft details against an draft invoice.
Delete draft
Point!
- To delete draft , click 'Delete' button.
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Point!
- To confirm deletion, click the 'Yes, delete it' button. To cancel, click the 'No, don’t delete' button or anywhere outside the modal.