Drafts, quotes & will-calls

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).

Video walkthrough

Comparing the three

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.

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).

Print a saved draft. Click Print on a saved draft to open the Print modal — the button sits in the page action bar between Duplicate and Attach tag. Use it to hand a coworker or customer a paper copy of the cart while the draft is still open. Drafts were the last held-sale state without a print affordance; transfers and purchase orders already exposed the same button for any saved status.

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.

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.

Will call

A will-call is a committed hold. Unlike a draft or a quote, Rundoo reserves the inventory — the quantity is subtracted from what's available to sell — and expects the customer to come back to pick it up. Use it when a customer has said "hold these for me, I'll be back this afternoon."

Save as a will-call. Build the cart. Attach a customer — will-call requires one because the hold is tied to the account. In the action cluster, click Will call. A panel opens: "The order will be prepared, but the customer must pay during pickup." Hit Save (internal only) or Save & Print (pickup receipt for the customer).

Printing a will-call. Click Print on a saved will-call to open the Print modal. It carries a Show prices checkbox — toggle it per print, depending on whether you want the customer to see line prices on this copy. The system default is set at Admin > Communications > General > Show price on packing slips alongside the rest of the receipt-display toggles (Show crossed out original price on receipts, Show discount percent on receipts, Show balance on receipts). Flip that to default-OFF if your store treats the will-call printout as a packing slip; leave it ON if you want prices visible by default and only hide them on demand.

📦 Will call vs. special order. Will-call is for items you already have in stock that you're physically setting aside. If the customer wants something you don't have in stock and needs you to order it in, that's a Special order.

💰 What about prepaid orders they pick up later? Rundoo doesn't yet have a dedicated "prepaid call-off" mode. The workaround: make a will-call and take a deposit (set the deposit percent on the order to match the prepayment). The will-call commits the inventory, the deposit records the payment, and when the customer comes back you ring the pickup against it. For products you don't stock (ordered just for them), use Special orders instead.

Resuming a saved sale

All three held-sale states live on the same page — in the POS > Transactions tab, the top-tab strip shows each one with a live count, so you can see at a glance what's waiting.

Click the top tab, click the held sale you want. The cart reloads and the full action cluster is available again — finalize it as a Sale, promote it to a more-committed held state (a Draft can become a Quote or a Will call), or Void it to clear it out.

Each row is stamped with the staff member who saved it. On the Drafts tab you'll see "Created by {Name} {Date}"; on Quotes, "Quoted by {Name} {Date}"; on Will call, "Will called by {Name} {Date}". The name is the user logged in when the held sale was saved — so if a will-call has been sitting on the tab for a few days and you need to know who originally rang it up, the answer is right there on the list row.

🔍 Stay on the list view to see the staff name. The staff stamp shows up on each row of the Drafts / Quotes / Will call tabs. Clicking into a held sale reloads the cart but doesn't repeat the stamp — so don't open the held sale to look for it. If you've already opened one and need the name, click the top tab again to back out to the list.

⚠️ Promotion isn't reversible. If you bump a held sale to a more-committed state — say a Draft to a Will call so the inventory gets reserved — you can't downgrade it back. To unwind: void it and rebuild from the New top tab.

Finalizing a will-call (completing pickup)

When the customer comes back to pick up their will-call, you finalize it by converting the hold into a completed sale and taking payment. In POS > Transactions, open the Will call top tab, click the will-call row to load the cart, then click Sale in the action cluster to take payment and complete the pickup. The reserved inventory transitions from the will-call to a completed sale; the customer leaves with their goods and a receipt.

If the customer paid a deposit when the will-call was created, that deposit applies automatically against the balance during finalization — they only pay the remainder.

⚠️ Don't void a will-call you're finalizing. Voiding releases the inventory back to stock — it's the opposite of pickup. Open the will-call from the top tab and click Sale to complete; reserve Void for cancellations.

Voiding a held sale

Voiding discards a held sale without completing it. The sale moves to the Voided top tab for your records, and if it was a will-call, the reserved inventory goes back to stock — making it available to sell again.

Void is also how you "delete" a quote, draft, or will-call. Rundoo doesn't have a separate Delete or Trash affordance — there's no kebab menu on the detail page and no bulk-delete on the list. If you need to clear out a stale quote or a draft a cashier abandoned, open it and click Void. It moves to the Voided top tab; nothing is hard-deleted (your records survive for audit).

To void: open the held sale from its top tab so the cart is loaded, then click Void in the action cluster.

⚠️ Voiding a will-call is how you release the hold. If a customer cancels their will-call, void it — don't just leave it sitting on the top tab, because the inventory stays reserved until you do.

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Recommended Rundocs

• Sales — finalizing a held sale, tender methods, split payment.

• Special orders — when the customer wants something you don't have in stock.