Table of Contents

▶️How To Manage Draft Orders

Matt Staff Updated by Matt Staff

1. Click on Manage Draft Orders

In the main navigation menu, select the Orders module and click on "Manage Draft Orders".

💡 Tip!

Unless a draft order is processed fully or deleted, it will sit in the draft orders list.

2. Process the Draft Order

To process the draft order, update the dates of the order and any item selection. Then, process as you would a new order.

3. Add a Note

Click on the note icon to add a note to the draft order

4. Sending Draft PO to Vendor

Please note that if a draft order is submitted a vendor without finalizing the order, then any A/P invoices received will not be posted against the order.

5. Save as Draft or Process Order

Either save the order as a draft or continue through the order process to finalize the order.

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▶️How To Upload Order Documents

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