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Draft Orders / Quotes Added Feature To iPages

14 June 2021 12:27

The ability to create Draft Orders and Quotes is a now available on iPages. This exiting new feature is perfect for B2B customers and enables you to:

  • Create a Draft Order for the customer, and send it to the customer who can then review or accept the quote,
  • Create an order from a Draft Order
  • Duplicate a Draft Order
  • Edit a Draft Order

The Draft Order will apply your Customer's Pricing, Trade Discount, and/or Price Breaks.

You can also add in vouchers and the select the appropriate delivery option.

We have also developed Draft Orders for those of our clients who create orders for imported customers who do not have email addresses. These orders invariably have been placed by a mail order and cheque. The order can be placed as a Draft Order and then converted to a order, enabling an invoice to be created etc without the need for an email address.

Further information on Draft Orders and how to use them can be found on our Support Pages.

To use draft orders, you need to be using the eCommerce or eCommerce Pro plan. If you want to use Draft Orders but can't see it in the menu, please get in touch and your account manager will enable them for you.