Draft Sales Orders – Create, Review and Submit

The Draft tab contains Sales Orders that have been saved but have not yet completed the sending workflow.

What Can You Do in Draft?

• Open and review a Sales Order.
• Edit manually created Sales Orders.
• Submit the Sales Order for approval.
• Continue the Sales Order workflow.

Sales Orders Created from Estimates

When an accepted estimate is converted into a Sales Order:

• The Sales Order is automatically added to Draft.
• It displays the Created from Estimate label.
• The converted Sales Order details cannot be edited.

Manually Created Sales Orders

For manually created Sales Orders:

• The Sales Order can be edited while in Draft.
• Required details can be updated before submitting it for approval.

Pro tip: Review your draft Sales Orders before submitting them for approval to ensure all order details are correct.