Save Purchase Order

This functionality is new as of version 4.1.

'Purchase Orders' can be saved in order to finish at a later time.

In order to have access to Edit and Save Purchase Orders:

One of the following must apply:


To Save a Purchase Order:

  1. Create the Purchase Order, and add Purchase Order Items.

    1. Refer to:

      1. Add Purchase Order Item

      2. Create Purchase Order

        'Purchase Order Details' screen - 'Save' button
        'Purchase Order Details' screen → 'Save' button
  2. Click the ‘Save’ button.

    1. When the Purchase Order Status is ‘New’, this will save the editable fields and the new Purchase Order Items.

  3. To complete the Purchase Order, it must be ‘Sent’.

    1. Refer to Send Purchase Order.