Introduction
This guide explains how to create an order draft in Traede.
Initially, an order is always saved as a draft before it's approved. Additionally, you have the option to convert a draft order into a selection - For more details on selections, click here.
Steps to Create an Order Draft
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Navigate to the Orders Section:
- Click on the "Orders" tab in the main menu.
- Click on the "Orders" tab in the main menu.
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Create New Draft:
- Click on the “New Order” button.
- Click on the “New Order” button.
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Add Products to Order:
- Click on the “Add Product” button.
- Select products from the catalog by typing the product name or SKU.
- Specify the quantity for each product.
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Review and Save Draft:
- Review the order details to ensure accuracy.
- Once the products have been added to the order, the order is automatically saved as a draft.
You can now go out of the order, and find it again under "Sales" > "Drafts".