1. Navigate to “List Drafts” #

1. Log in to your restaurant management system.
2. In the sidebar, click Sales.
3. Under Sales, select List Drafts.
4. The drafts page will open showing:
   • A Filters section for searching and filtering draft documents.
   • A data table displaying all saved drafts with key information.
   • Export options and management tools for handling draft documents.

2. Understanding Draft Documents #

Drafts are incomplete sales documents that have been saved but not finalized. They include:

• Incomplete Quotations – Quotes saved without all required information.
• Partial Sales – Sales transactions started but not completed.
• Work-in-Progress Orders – Orders being prepared but not yet confirmed.
• Template Documents – Frequently used document templates for quick access.

Drafts allow you to save your work and return to complete it later without losing data.

3. Use Filters to Find Drafts #

1. Click the Filters dropdown to expand the filter options.
2. Configure the following filters:
   • Business Location – Select “All” or specific restaurant location.
   • Customer – Choose “All” or select a specific customer.
   • Date Range – Set start and end dates (format: DD/MM/YYYY).
   • User – Filter by “All” users or select specific staff member who created drafts.
3. The table will automatically refresh to show filtered results.
4. Use the Search box (top-right) for quick text-based filtering by reference number or customer name.

4. Create New Draft #

1. Click the purple + Add Draft button (top-right corner).
2. This will open a new document form where you can:
   • Enter customer information.
   • Add products and services.
   • Set pricing and discounts.
   • Save as draft without completing all required fields.
3. The draft will appear in this list for future completion.

5. Manage Table Display Options #

1. Show entries – Select how many drafts to display per page (10, 25, 50, 100).
2. Export Options – Use the action buttons:
   • Export to CSV – Download drafts data as CSV file.
   • Export to Excel – Download as Excel spreadsheet.
   • Print – Print the current drafts list.
   • Column visibility – Show/hide specific columns in the table.
   • Export to PDF – Generate PDF report of drafts.
3. All exports respect the currently applied filters.

6. Understanding Table Columns #

7. Draft Actions Menu #

Each draft row has an Action dropdown with options:

• View – Open draft in read-only mode to review details.
• Edit – Continue working on the draft, add missing information.
• Complete – Finalize the draft and convert to active quotation/sale.
• Duplicate – Create a copy of the draft for similar orders.
• Convert to Quotation – Transform draft into formal quotation.
• Convert to Sale – Complete draft and process as immediate sale.
• Print – Generate printable version of current draft state.
• Delete – Remove draft permanently (with confirmation prompt).

8. Sort and Navigate Draft Data #

1. Column Sorting – Click on column headers to sort data:
   • First click: Sort ascending (A-Z, oldest to newest).
   • Second click: Sort descending (Z-A, newest to oldest).
   • Third click: Remove sorting.
2. Pagination – Use the bottom navigation:
   • Previous – Go to previous page of results.
   • Next – Go to next page of results.
   • Page numbers show current position in results.
3. Results Info – Bottom shows “Showing X to Y of Z entries” for context.

9. Handle Empty Draft List #

When no drafts match your filters, you’ll see:

• “No data available in table” message in the table area.
• “Showing 0 to 0 of 0 entries” at the bottom.
• This could mean:
  • All drafts have been completed and converted.
  • No drafts exist for the selected time period.
  • Filters are too restrictive.
• To resolve: Clear filters, expand date range, or create new drafts as needed.

10. Best Practices for Draft Management #

• Regular Cleanup – Review and complete or delete old drafts weekly.
• Clear Naming – Use descriptive reference numbers or customer names.
• Complete Promptly – Don’t let drafts sit too long; customer needs may change.
• Use as Templates – Keep frequently used configurations as drafts for quick access.
• Track Progress – Use date filters to monitor draft creation patterns.
• Staff Training – Ensure all staff know how to save and retrieve drafts.
• Customer Follow-up – Use customer filter to find incomplete orders for specific clients.

11. Draft Workflow Recommendations #

12. Troubleshooting Draft Issues #

13. Done! 🎉 #

You can now efficiently manage all your draft documents, ensuring no customer inquiry or incomplete order is lost. Use drafts as a powerful tool to maintain workflow continuity and provide excellent customer service!