How do I save a Purchase Order without sending it for approval?

You just created a purchase order but it's incomplete because you are waiting for some info. Luckily you can save a purchase order as a draft to edit it later on.

Note: If you have the "Reserve PO number" setting enabled you will need to fill in the required fields i.e. budget, supplier, unit price etc. 

Creating a Draft purchase order

  1. Create your purchase order by navigating to the "+ New Purchase Order" Button
  2. Fill out all the required details
  3. Scroll down to the bottom of the page
  4. Click on the "Save draft" button located next to the "Send" button

New Purchase Order 2019-06-20 11-36-15

Locating and editing a draft purchase order

  1. Go to the Purchase Orders Listing Page.
  2. Navigate to the "Drafts" tab
  3. Open the draft purchase order
  4. Scroll down to "Other Actions"
  5. Click on "Edit"
  6. Update all details as needed
  7. Send the purchase order for approval 

Still have a few questions? Use the Live Chat icon in the bottom right corner or alternatively send an email to to get in touch with one of our Support Representatives. Have a feature suggestion? We'd love to hear from you! Add your feature suggestion on