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Draft Quotes

Draft Quotes are wholesale orders before they become invoices. They are useful when a merchant needs to confirm pricing, quantities, approvals, freight, or payment terms before billing a buyer.

Fields​

FieldDescription
CompanyRequired B2B company.
PO numberOptional buyer purchase order reference.
Total amountExpected quote total in the store currency.
StatusCurrent stage of the quote.

Typical stages​

  • Draft
  • Quote sent
  • Approved
  • Rejected
  • Cancelled
  • Invoiced

Workflow​

  1. Create a draft for a company.
  2. Add the buyer purchase order reference if one exists.
  3. Confirm the expected total amount.
  4. Move the draft through review as the buyer responds.
  5. Turn the accepted draft into an invoice when the buyer is ready to be billed.

Review checklist​

  • Confirm the buyer's company profile and payment terms.
  • Confirm wholesale price, quantity, and any agreed discount.
  • Check whether the buyer has enough available credit.
  • Make sure the purchase order number is captured when the buyer requires one.
  • Convert only accepted work into invoices so receivables stay clean.