How to Draft Sales Orders [Step-by-step guide]

You can Draft previously created or approved Sales Orders.

This article describes the steps and fields involved in the process.

NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.

NOTE: If you intend Draft a Sales Order as you create it, review the workflow in How to Create a Sales Order [Step-by-step guide].

To Draft a Sales Order you will have to:

1. Click Sales Orders under Sales

2. Select all the orders you wish to Draft

3. Click Actions and select Move Orders to Draft

NOTE: If the order was previously Approved, this action will impact your inventory levels. For more details on status implications, refer to  Understanding Inventory Levels and Order Status Impact [Information] and Sales and Purchase Order Statuses Definitions [Information].

4. Click OK to confirm the action

The system will confirm the result of the action for either positive or negative result through a pop-up message.