Three ways to hold a sale without finalizing it: a Draft when you need to pause the cart, a Quote when you want to share a price with a customer, a Will call when you're holding stock for a customer to come pick up.
In the POS > Transactions tab, the top-tab strip has a tab for each of the three held-sale states (Drafts, Quotes, Will call), and the action cluster at the bottom of the cart has a button for each one (Save Draft, Quote, Will call).
| Question | Save Draft |
Quote |
Will call |
Customer required? | No | Yes | Yes |
|---|---|---|---|---|---|---|---|
| Inventory reserved? | No | No | Yes — stock committed to the customer | Shared with customer? | No — internal | Yes — print, email, or PDF | Yes — pickup receipt |
| Use when… | You have to step away from the cart | A customer asks "what would this cost?" | You're setting product aside for a known customer | Lives under top tab | Drafts |
Quotes |
Will call |
⚠️ Will call commits inventory; drafts and quotes don't. A will-call on the last of a SKU blocks other customers from buying it until the will-call is picked up or voided. Use Quote if you're just giving a price and the customer hasn't committed yet.
A draft is a paused cart — the internal one. No customer required, no inventory reserved, nothing shared outside the store. Use it when you have to step away from the counter and want to come back to the same cart, or when a cashier needs to hand a half-built sale to a colleague.
Save as a draft. Build the cart as you normally would. In the action cluster at the bottom, click Save Draft. The cart clears and the draft lands under the Drafts top tab.
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If any line has insufficient inventory, Rundoo pops a Confirm transaction details dialog — "Inventory will go negative for these products on completion of this sale." Click Confirm to save the draft anyway, or Cancel to fix the line first.
A quote is a priced offer you can hand to a customer — on paper, over email, or both. No inventory is reserved; the customer can walk away and come back next week. Use it for "what would 40 gallons of ultra-white cost me?" conversations.
Save as a quote. Build the cart with the products and quantities you're quoting. Attach a customer — a quote has nowhere to go without one (see the gotcha below). In the action cluster, click Quote. A panel opens with an Expiration date and three options: Save (keep it internal), Save & Print (print a copy for the customer), or Save & Email (send directly).
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⚠️ A quote needs a customer. Click Quote without a customer attached and Rundoo opens the quote panel but shows a red error banner — "A customer account is required to send a quote" — and disables all three save buttons. Attach a customer from the left panel first.
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Convert a quote to a sale. When the customer comes back ready to buy, open the Quotes top tab and click the quote. Rundoo re-prices the cart against current prices — if vendor cost moved or a promotion ended since the quote was written, the numbers update. Review, then click Sale to ring it up. See Sales for the full finalizing flow.
💡 Prices on a quote aren't locked. When you resume a quote Rundoo applies current prices — re-confirm the total with the customer before finalizing.