Purpose: To allow retailers to save sales transactions as drafts and complete them later.

01

Description: This module enables POS and manually entered sales to be saved without immediately completing the transaction.

02

Functionality / How It Works:

03

The retailer starts a sale through POS billing or manual sales entry.

04

The transaction details are saved as a draft.

05

The retailer can return to the draft and complete the sale later, subject to the application's workflow.

06

Business Benefits:

07

Reduces repeated data entry.

08

Helps manage interrupted transactions.

09

Provides flexibility when product or customer details are not yet finalized.

10

Improves billing efficiency during busy periods.

11

Navigate to Settings

12

Click on Modules

13

Enable the Draft sales module so the users can save an incomplete POS or manual sales transaction as a draft and return to complete it later, instead of finalizing the sale immediately

14
15

Click on Save Settings to save the changes

16

Click POS Billing in the left-side navigation menu, where the retailer can create and process sales transactions

17

Choose the product the customer wants to purchase; the selected product is added to the bill for further processing

18

After enabling the Draft Sales Module in Settings, the Save as Draft button becomes available in the POS Billing panel. The retailer can save the current transaction and complete it later

19

Click Save as Draft to save the transaction without completing the sale

20
21

Complete a Saved Draft Sale: After saving a transaction as a draft, navigate to the Sales section to locate the saved draft. Open the draft, review the transaction details, and complete the sale

22

Sales History: Displays the list of sales invoices created in DVyapar, allowing retailers to search, filter, and review sales transactions

23

Select Draft Invoices from the Sale Status dropdown to display saved draft invoices in Sales History

24

Displays saved draft invoices in the Sales History section

25
26

Select the draft invoice you want to complete the sale then click Edit / Complete to reopen the saved transaction

27

Review the invoice details and make any necessary changes using the Edit Sale screen. If required, click Add Customer to add a new customer to the transaction

28

After reviewing the invoice details and making any necessary changes, click Complete Sale to finalize the transaction and generate the completed sales invoice

29

Displays the finalized sales invoice