Draft orders
A draft order is an order that is not placed yet: the lines, prices, delivery and customer are set, but no stock moves and nothing is charged. Draft orders are numbered D-0001, D-0002 and so on.
Today draft orders are created from a quote in the CRM app. See Quotes and payment links. To take an order straight away, create a manual order instead. See Order lifecycle.
The Draft orders page#
Open Draft orders from your desk. The list shows each Draft number, the Customer, the Items, the Payment terms, the Total and the Status. Search by draft number and filter by status.
| Status | Meaning |
|---|---|
| Open | The draft is ready and waiting. |
| Invoice sent | You sent the quote or invoice to the customer. |
| Completed | The draft became an order. |
| Cancelled | The draft will not go ahead. |
Turn a draft into an order#
- Open the draft order.
- Check the Line items, Subtotal, Shipping, Tax and Total.
- Click Create order and choose Mark as paid to record the total as cash received, or Payment pending to collect payment later on the order.
Kartlo creates the order with the same lines and prices, and the draft becomes Completed with a link to the order. A draft can become one order only.
Change the status by hand#
Use the status menu on the draft to set Open, Invoice sent or Cancelled. A cancelled draft cannot be turned into an order.