Sales Order-View Drafts

A Sales Order is the next step, following the prospective customer’s acceptance of the Customer Quotation and has shared the Purchase Order (PO) with the seller. Generated by the company itself, a Sales Order is used as an acknowledgement of the PO shared by the prospective customer before delivering the finished good(s).

View Drafts feature enables you to see the draft sales order and enables you to edit them and save it as a final sales order.

Prerequisites:

1. You have your Deskera ERP URL in place.

2. You are the administrator of Deskera Applications.

3. Ensure good internet connectivity.

Step 1: Go to Sales Order under Accounts Receivable-Sales tab in Deskera ERP.

Click on View Drafts.Fig 1.5.2.5.1 View Drafts

Step 2: You can view all the drafts here.   

Select the sales order and click on Edit.Fig 1.5.2.5.2 View Drafts

Step 3: Make required changes and click on Save.  The sales order will be saved.  Fig 1.5.2.5.3 Edit Drafts