📝 Add Draft – Step-by-Step Guide #
1. Navigate to “Add Draft” #
- Log in to your back-office.
- In the sidebar, click on Sales.
- Select Add Draft from the dropdown menu.
2. Customer and Location Details #
- Business Location: Select the store or branch for the draft.
- Customer: Choose the customer for whom the draft is being created.
- Billing and Shipping Addresses: Enter or select the addresses from the dropdown.
3. Sale Details #
- Default Selling Price: Set the default selling price for the items in the draft.
- Types of service: Select the type of service provided (e.g., Dine-In, Take-Away).
- Invoice No: Enter a custom invoice number or leave blank to auto-generate.
- Sale Date: Set the date for the draft.
4. Add Products to the Draft #
- Click Add Product or scan the barcode to add items.
- For each product, enter the Quantity, Unit Price, and any Discount.
- The system will automatically calculate the Price Inc. tax and Subtotal.
5. Discount and Order Tax #
- Discount Type: Choose between percentage or fixed amount.
- Discount Amount: Enter the discount amount.
- Order Tax: Enter any applicable tax.
6. Shipping Details #
- Shipping Details: Enter details about the shipping.
- Delivery date: Set the expected delivery date.
- Shipping Status: Choose the shipping status (e.g., Pending, Delivered).
- Shipping Charges: Enter any shipping charges.
- Shipping Documents: Upload any required shipping documents.
- Select Delivery Man: Choose the delivery person if applicable.
7. Save the Draft #
Click Save to save the draft. Click Save and print to save and print the draft.
8. Table Columns Explained #
| Column | Description |
|---|---|
| Product | Name of the product |
| Quantity | Number of items purchased |
| Unit Price | Price per unit |
| Discount | Discount applied per unit |
| Tax | Tax applied per unit |
| Price Inc. tax | Total price including tax |
| Warranty | Warranty details (if applicable) |
| Subtotal | Total price of the items before tax and discount |
9. Troubleshooting #
- Cannot find customer: Make sure the customer exists in your database. If not, add them under Customers.
- Product not found: Check the SKU and try again. If the product doesn’t exist, add it under Products.
- Incorrect totals: Verify the quantities, unit prices, discounts, and taxes for all items.
10. Best Practices #
- Regularly review drafts to ensure they are accurate before converting them to sales orders.
- Use the Types of service dropdown to segment drafts for reporting.
- Keep a record of all drafts for audit and reference purposes.
