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How to save and send a draft order

Draft Orders are unofficial orders in-progress.

Draft orders can be edited, re-saved, deleted, or submitted to official orders. Reps can send draft orders to buyers or save them for reference.

 

Sending a Draft Order

Draft Orders can be sent to your Buyers directly from the Working Order. Just click on the SAVE AS A DRAFT button in the Working Order.

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From here you'll enter a name for the Draft Order if you wish and Click SAVE to save your Draft.

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From here you can enter a name for the order, choose to send to yourself or a buyer, add in any recipients you'd like copied, and edit the email message that's sent out with the PDF.

When you're finished, don't forget to click SAVE & SEND.

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