# Quotations, drafts, suspended sales and sales orders

> Save a quote for a customer, park a sale, keep drafts and take sales orders for later delivery - and turn each one into a final sale.

Source: https://docs.smartposhub.com/selling/quotations-drafts-and-orders/  
Last updated: 2026-10-30  
Product: SmartPOS Hub (https://smartposhub.com)

Not every sale is finished at once. SmartPOS Hub lets you **quote** a price, **save a draft**, **suspend** (park) a sale at the counter, or take a **sales order** for later delivery. None of these touch stock or the customer's balance until you turn them into a final sale.

| Type | Use it when | Make it from | Find it in |
|---|---|---|---|
| **Quotation** | The customer wants a price before deciding | POS **Quotation** button, **Sell › Add Quotation** | **Sell › List quotations** |
| **Draft** | You started a sale and will finish it later | POS **Draft** button, **Sell › Add Draft** | **Sell › List Drafts** |
| **Suspended sale** | You must serve someone else for a moment | POS **Suspend** (V2 **Hold**) | POS suspended sales icon (V2: F8 resume) |
| **Sales order** | Goods are delivered later | **Sell › Sales Order › Add Sales Order** | **Sell › Sales Order** |

## Make a quotation

1. In the POS, choose the customer and add products, or go to **Sell › Add Quotation**.
2. Press **Quotation** (POS) or **Save** (form).
3. Print it or share its link (**Actions › Invoice URL** gives a quote link). The printout is titled as a quotation.

![List quotations page with date, reference number, customer, contact number, location, total items, added by and actions](https://docs.smartposhub.com/_astro/quotations-list.Do4ARuvu.png) (web app page: `/sells/quotations`)

**Turn it into a sale:** open it (**Actions › Edit**, or **Recent Transactions › Quotation** in the POS), check prices and stock, then finish with a payment button. Customers using the [customer portal](https://docs.smartposhub.com/customers/customer-portal/) can accept or decline quotations there.

## Drafts

Drafts are sales kept for later — for example a large order you are still building. Open **Sell › List Drafts**, then **Actions › Edit** to continue. Admins can hide the **Draft** button in **Settings › Business Settings › POS** or for a role.

![List Drafts page with reference numbers, customers, locations and total items](https://docs.smartposhub.com/_astro/drafts-list.DqZQMIpH.png) (web app page: `/sells/drafts`)

## Suspend (park) a sale

1. With items in the cart, press **Suspend** (V2: **Hold**) and type a short note (for example the customer's name or table).
2. Serve the next customer.
3. Open the suspended sales list from the POS top bar, pick the sale and finish it.

Restaurants can also use open tabs and **Send to kitchen** — see [Open tabs](https://docs.smartposhub.com/modules/open-tabs/).

## Sales orders

1. Go to **Sell › Sales Order** and press **Add Sales Order**. Fill in the customer, products and delivery details, and save.
2. The order shows with status **Ordered**; change it from **Actions** as it progresses.
3. When you deliver, create the sale (**Sell › Add Sale**) and pick the order in **Sales Order**. Its lines are copied into the sale.

![Sales Order list with order numbers, customers, locations, status Ordered and shipping status](https://docs.smartposhub.com/_astro/sales-orders-list.Ce1wL_1W.png) (web app page: `/sales-order`)

**Note:** Sales orders appear in the menu when they are switched on in **Settings › Business Settings › Sale**.

- [Add sale and invoices](https://docs.smartposhub.com/selling/add-sale-and-invoices/)
- [POS overview](https://docs.smartposhub.com/selling/pos-overview/)

## Frequently asked questions

### Do quotations or drafts reduce stock?

No. Quotations, drafts and suspended sales do not change stock or the customer's balance. Only the final sale does.

### How do I turn a quotation into a sale?

Open Sell › List quotations, use Actions › Edit (or open it from Recent Transactions › Quotation in the POS), then finish it with a payment button.

### What is the difference between Draft and Suspend?

Suspend parks a POS sale for a short time, for example while the customer fetches another item, and is resumed from the suspended list. A draft is saved to finish later and appears in List Drafts.

### What is a sales order?

An order the customer places now for goods you deliver later. It has a status such as Ordered, and you pick it on a new sale when you deliver.

### Can the customer accept a quotation online?

Yes, if the customer portal is on. Customers see their quotations there and can accept or decline them.

### Are quotations checked against the credit limit?

No. Drafts, quotations and sales orders are not checked; the check runs when the final sale is saved.