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Draft orders
How to create order templates

Draft orders

A draft order is an order that has been created but never sent. 

You can see all of your draft orders under Purchase orders -> Drafts. Orders that have been deleted from the New Order screen will also be shown as a draft in the Drafts section. 

To use a draft, click on the draft you would like to use and then click Open. The order will be opened in the New Order screen and you will be able to modify and send it. 

*If the supplier of this order has been deleted, clicking on Open as a new order will take you to the list of suppliers in the New order screen. 

In the New Order screen you will see your “active drafts.” You can identify an open draft by the cart icon located on the supplier’s name. Once clicking on the supplier’s name, you will see the draft order. Note: an active draft can only be seen and modified by the user that created it. If user A started creating an order and hasn’t sent it, user B will not see the draft.

How to create order templates

You can save any new order as a template. When you place a new order click on More -> Template. (see templates under Placing order section).

To use the template click on Purchase orders -> Templates.

In order to see the order details, click on the template you would like to use. To use the template click Open as a new order.

The order will be opened in the New order screen and you will be able to modify it and send it. 

*If the supplier of this order has been deleted, clicking on “Open as a new order” will take you to the list of suppliers in the New order screen.

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