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).

Comparing the three

⚠️ 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.

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Saving any held sale with not-enough-on-hand pops a confirmation. If a line in the cart has insufficient inventory, Save Draft, Quote, or Will call all open a Confirm transaction details dialog — "Inventory will go negative for these products on completion of this sale." Click Confirm to save anyway, or Cancel to fix the line. This is also the prompt that flags a missing Special order line for ordering.

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Draft

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.

💰 Taking a deposit toward a draft. There's no deposit affordance on a draft itself — the cart action cluster only has Save Draft, Quote, Will call, and Sale. To collect money against a held order, click Sale, then pick Deposit as the tender in the payment panel, enter the amount, and click Charge. That records a partial-tender deposit against the sale — the balance stays open on the customer's account until they come back to pay it off. The same path works for a will-call (see the prepaid-pickup note below).

Quote

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).

⚠️ 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. The cart reloads at the quoted prices — those prices are what you committed to. Review, then click Sale to ring it up. See Sales for the full finalizing flow.

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Quoted prices are pinned at quote-creation time. When you save a quote, Rundoo captures the price on each line right then — vendor cost increases, MSRP edits, or expired promotions don't change what the customer sees when you re-open the quote. Tax still floats: the Sales tax line recomputes against current rates when the quote is finalized, so a jurisdiction change flows through. Cost doesn't pin: avg cost and standard cost update to current values at completion, so margin reporting reflects today's cost. To pick up new product pricing, re-quote (open the quote, click Quote to save a fresh one) or void it. The Expiration date is your safety net: a customer-honored shop typically prints EXPIRES ON {date} on the quote so they have an out when costs shift.

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