To convert a draft purchase to a purchase order, firstly you will need to have already created a draft purchase.
To email the purchase order, see How to email a purchase order.
Open up your draft purchase by searching from the Purchases dashboard.
If you click on the Draft Purchase tab, you will filter your results. They are ordered by most recently added first, and you can use the supersearch to quickly locate your draft by searching for supplier name, purchaser name or purchase number. Click the Purchase number to load the record.
Once the Purchase Order is committed, the Email section will expand. The Email address with be auto-populated from the Supplier record. You can change the email address here, add yourself or someone else in BCC, edit the Subject and enter a Body for the email.
If you don't need to email the purchae order (perhaps you ordered it over the phone, or from an online seller), tick the Do Not Send Email to Supplier checkbox.
Whether you are emailing or not email the Purchase Order, you must click Submit to finish committing the purchase.
That's it! Your order is placed and can no longer be edited.
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