Benefits of Saving a Document for Later
Work cross-departmentally
Having the ability to save documents for later opens the door to flexible workflow opportunities.
For example: Invoices can be created and saved by the sales team. An account manager can open the saved invoices, determine if any loyalty discounts should be applied, then confirm the document to be sent to the customer.
Maintain consistent records
Saving and editing invoices, rather than deleting confirmed invoices, preserves registration numbers. Use document saves to keep registration numbers consistent across your business.
Difference Between Saving and Confirming
Most documents in Erply give you the option to Save or Confirm.
 | Save a document that you’re working on but wish to return to at a later time. |
 | Confirm a document to implement all changes. Confirmed documents are assigned an automatically generated registration number. |
Actions that require Confirm
All inventory documents must be confirmed in order for the stock movement to occur.
Inventory transfers (Error will occur if there is not enough stock).
Document fields that cannot change after being confirmed
The following cannot change because Erply has already processed inventory:
- Sales document line items (adding or removing).
- Sales document locations.
- Swapping products on sales documents.
- Editing item quantities.
- The date of an inventory operation.
Exceptions
Items can be deleted from confirmed Waybills.
Currency rate and be adjusted on confirmed Purchase Invoices (cost is retroactively updated).
Shipping can be added to confirmed Purchase Invoices (cost is retroactively updated)
Notable interactions
If you have a Purchase Invoice dated in April but confirm it in May, it will deflected in your May purchase report.
To make any changes, you need to make a copy of the document and delete or credit the old one.