Guide to List Draft in G SHOP POS
Accessing the Drafts Section
Navigate to the Sell menu on the left sidebar. Click on List Drafts to view all saved draft transactions.
Filters and Search Options
The Drafts section includes filters to refine the displayed records:
- Business Location: Select a specific branch or view drafts from all locations.
- Customer: Filter drafts by customer name.
- Date Range: Select a date range to view drafts within a specific period.
- User: Filter drafts based on the user who created them.
- Search Bar: Quickly find a draft by entering keywords such as reference number or customer name.
Drafts List Overview
Each draft entry includes the following details:
- Date: The date when the draft was created.
- Reference No: A unique reference number assigned to the draft.
- Customer Name: The name of the customer associated with the draft.
- Contact Number: The customer's contact details (if available).
- Location: The business location where the draft was created.
- Total Items: The number of items in the draft.
- Added By: The user who created the draft.
- Action: Options to manage the draft, such as editing or deleting.
Managing Drafts
- Creating a New Draft:
- Click on the Add Draft button.
- Enter customer details, products, and pricing information.
- Save the draft for future modifications or finalization.
- Editing an Existing Draft:
- Locate the draft from the list.
- Click on the Actions button and select Edit.
- Modify the necessary details and save the changes.
- Deleting a Draft:
- Click on the Actions button.
- Select Delete to remove the draft permanently.
- Exporting Drafts:
- Use the Export CSV, Export Excel, or Export PDF options to download draft records.
- Click on Print to generate a hard copy.
