The Save as Draft feature is designed for flexibility in your procurement workflow. It allows you to pause your progress on any transaction, such as a Requisition, Purchase Order, or RFQ, without losing the information you have already entered.

Whether you are waiting on a specific piece of data or simply got interrupted, saving a draft ensures you can pick up exactly where you left off.

When to Use "Save as Draft"

This feature is most helpful in the following scenarios:

• Incomplete Information: You’ve started an order but are waiting for a project code, a specific item specification, or a final quote from a supplier.
• Batching Work: You want to prepare several orders throughout the day and submit them all for approval at once later.
• Reviewing Details: You want to save your progress so a colleague can double-check the line items before the document enters the formal approval workflow.
• Preventing Data Loss: If you are building a large order with many line items, saving as a draft periodically ensures your work is safe in case of a timeout or connection issue.

How to Access Your Drafts

Once a transaction is saved as a draft, it is not yet visible to suppliers or approvers. To return to it:

1. Navigate to the relevant module (e.g., Purchase Orders or Requisitions).
2. Look for the status labeled "Drafts" on the listing page
3. Click the Edit icon to complete the transaction and click Submit when you are ready to move it forward.

Pro Tip: Drafts do not trigger any notifications to managers or vendors. This makes the "Draft" state a "safe zone" to build, edit, and perfect your documents before they become official records.

‍