⬜ Drafts in AurPOS

The Drafts in AurPOS is a preliminary document used to request payment from a customer before goods are delivered or services are rendered.

It helps you send order details in a semi-official manner without deducting item quantities from inventory until the sale is confirmed.

✅ What is a Drafts?

A Drafts is a non-final document used to present item or service details, prices, taxes, and discounts to a customer before issuing an official sales invoice.

✨ Note:
A Drafts does not affect inventory levels and is not considered an actual sale until it is converted to a final invoice.

✅ How to Add a New Draft

To create a new Draft in AurPOS:

➤ Go to Sales → Add Draft

➤ Fill in the following details:

• Customer Name

• Business Location

• Items and Quantities

• Prices and Taxes

• Any Notes or Payment Terms

➤ Click Save

✔ The invoice will be saved and appear in the Drafts List.

✨ Note:
If you have previously created a Sales Order for the customer:

➤ Once you select the customer name, click on the Sales Orders field
➤ A list of open sales orders will appear
➤ Upon selecting one, all related details (items, quantities, prices) will be automatically filled into the invoice

➕ This saves you time and ensures data accuracy.

✅ Drafts List

To view all created Drafts:

➤ Go to Sales → Drafts List

From this list, you can:

• Review existing Drafts

• Edit a Draft

• Convert it to a final invoice
  
  

✅ Convert a Drafts to a Final Invoice

Once the customer approves the Draft:

➤ Go to the Drafts List
➤ Click Actions → Convert to Final Invoice

✔ A sales invoice will be generated based on the existing data
✔ The invoice will appear in the Sales List with a "Due" status, which can be updated later as needed

✳️ Tip:
Using proforma invoices is a great practice when dealing with new customers or deals that require pre-approval.

It provides a flexible way to present all details and ensure agreement before proceeding with the actual sale.