Glance Card
Getting Started with Rundoo · Transactions
Drafts, Quotes & Will Call
Three ways to save a sale for later, in POS → Transactions. Only a Will call holds your stock.
Pick the right one
1
Draft
Step away mid-sale and come back to the same cart.
No customer · no hold
2
Quote
Give a price the customer can take away and think on.
Customer required · no hold
3
Will call
Set product aside for a known customer to pick up.
Customer required · holds stock
Save it in 3 steps
- Build the cart. For a Quote or Will call, attach a customer first.
- In the action cluster, click Save Draft, Quote, or Will call.
- Save, or Save & Print or Email. It parks under its own top tab.
Finish or clear it
Open the tab, click the row
Then Sale to take payment and complete, or Void to cancel. Voiding a will-call returns the stock.
Prices pin at save time. A saved Quote or Will call keeps the price the customer was given, even if your catalog changes later. Sales tax still recalculates at pickup.
Changing the customer? Void and rebuild with the new customer attached. Swapping in place leaves the old pricing and tax behind, and promoting a Draft up to a Will call can't be undone.
A Draft to pause, a Quote to price, a Will call to hold. · rundocs.com