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

      How to save a Purchase Request as a Draft instead of sending it for approval straight away.

      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. Once you save the request as a draft, it will receive a PO Number before being sent for approval or becoming approved.

      Creating a Draft purchase order

      1. Start creating a purchase request by clicking "New Purchase Request" in the top right.
      2. Fill out the information that you can at the time.
      3. Scroll down to the bottom of the page.
      4. Click on the Save Draft button located next to the Send button.

      Locating and editing a draft purchase order

      1. Click on Requests on the left, and then click on Draft
      2. This will show you the list of your draft purchase requests that have not been sent to approvers yet.
      3. Search for using the filters, or click on the draft that you want to interact with.
      4. Click on Continue Editing or Actions -> Edit.
      5. Now you can continue filling in information or adding attachments. Once done, you can click Send which will send the purchase request for approval. After clicking Send, the request will either be automatically approved, and you can find it under Purchase Orders -> Approved, or it will be sent for approval and you can find it under Requests -> Pending.

      Still have a few questions? Use the Live Chat icon in the bottom right corner or alternatively send an email to support@procurementexpress.com 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 feedback.procurementexpress.com.