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Wholesale Drafts

A Wholesale Draft is a staging area for a complex order. Instead of a direct shopping cart checkout, B2B transactions often require negotiation, shipping recalculations, and managerial approval.

What is this module?​

Drafts act as "Quotes" or "RFQs" (Requests for Quotes). A buyer submits a Draft, which places a soft reservation on inventory and subtracts the estimated total from their available Credit Line.

How to use it​

  • Create internal quotes: Field sales reps can generate Drafts on behalf of buyers over the phone.
  • Review and Convert: Once shipping totals and custom tier discounts are finalized, you convert the Draft directly into an actionable Invoice.

When to use Drafts vs Direct Orders?​

If a transaction requires dynamic shipping rates based on pallet freight (LTL), it must pass through the Draft state first so an admin can attach the final freight cost before issuing the Invoice.