If you are handling an order, but something comes up and your customer has yet to complete their order. Would you empty the whole cart? That would be too much of a hassle. What you need is the ‘Draft order’ feature for your POS system. So let us walk you through the definition and show you how to operate the feature on POS.
What is a draft order?
Draft order is the order that you create on behalf of your customer, which later becomes an order if you accept payment for it. It is similar to the order that customers create for themselves.
Why do you need a draft order in POS?
As many retailer workflows now use draft order, being able to access, add items and save draft has become a major demand.
For retailers that receive orders through outside channels and enable a wide variety of cases such as
- Orders for sales made by phone, via chat, or in-person
- Pre-order from customers
- Even when you want to save the order as a draft and continue to work on it later because your customers need to grab more products
From a draft order, you could add items, discount to that cart so the order could be completed without having to enter all of that information again.
How to use draft orders in POS?
To put an order on hold
Select your register
Add products to the cart
Customize the order:
- Add customer
- Apply discounts
- Add notes
Click the More Options icon (Three Dots icon) on the upper right
Choose ‘Save Current Cart’
To retrieve an on-hold orders
Click on ‘Retrieve On-hold Orders’
Click ‘Retrieve’ on the order that you want to continue, or click the Trash bin icon to delete (you could lookup order by name, email, order number, tags)
To sum up
If you are a retailer, it is essential to have a draft order feature on your POS, so that you can easily deal with multiple orders at the same time, or to save an order for later retrieval. ConnectPOS offers you advanced-technology POS systems with a friendly user interface, perfect for your business to run smoothly. Contact us for your free trial.