Draft Management

Understand how session drafts auto-recover and how to use Hold as Draft to save and reload orders across sessions.

Two types of drafts

Session draft — auto-recovery

While building an order, the cart is automatically saved to the browser session every few seconds. If you close the overlay without discarding, the draft is restored the next time you click New Order — no action required.

The session draft is cleared when:

• You submit or confirm the order.
• You explicitly discard the draft.
• You switch workspaces or close the browser tab.

Hold as Draft — saved drafts

Hold as Draft saves the current order to the database so it can be resumed from any browser or device.

Requirements before saving:

• At least one item in the cart.
• A customer selected.
• An entry mode selected (Excel or POS).

After saving, the overlay closes and the session draft is cleared.

Loading a saved draft

1. Click Drafts in the sidebar.
2. The Saved Drafts dialog lists all drafts with:
   • Draft name
   • Customer name
   • Item count
   • Entry mode (Excel / POS)
   • Last updated time
3. Click Load to restore the draft into the order overlay.
4. Click Delete to permanently remove a draft.

You cannot open Saved Drafts while a session draft is active. Hold, submit, or discard the current draft first.