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About Draft Orders

Draft Orders are unofficial orders in progress. Draft orders can be edited, re-saved, deleted, or submitted to official orders.

 

WEB

From the Orders Tab, you can access your Draft Orders and open them into your Working Order, Copy an order, or download PDFs.

 

DELETE DRAFT: Removes the draft permanently.

COPY: Open a duplicate in the working order with the same products and quantities. 

DOWNLOAD ORDER XLS: Download a .xls version of your order to view in Excel.

DOWNLOAD ORDER PDF: Download a PDF version of your order.

EDIT ORDER: Open the draft in the working order. From here you can make changes, re-save, or email a PDF.

 

 

iPAD

 

Your Orders screen on the iPad app shows both your Pending Orders submitted by Reps and saved Drafts.

 

Tap on an entry to edit a draft in your working order.

 

 

 

Use drafts at trade shows!

Drafts are a great way to stay proactive with buyers. You can save an order draft with their favorite items, send them a copy and easily follow up later. 

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