Getting started
Attach files to an order
Keep files like supplier quotes, delivery dockets and photos with a sales order, purchase order or transfer.
You can attach files to any saved sales order, purchase order or transfer.
Open the sales order, purchase order or transfer.
Click Actions, then Attachments.
Click Choose files, or drag files onto the window. You can attach:
- PDF files,
- pictures (JPG, PNG, GIF, WebP),
- Word, Excel and PowerPoint files,
- CSV, text, RTF and ZIP files.
Each file can be up to 2 MB. An order can have up to 20 files.
Click a file to open it in a new tab. Click the bin icon next to a file to remove it.
Good to know: once an order has files, a paperclip with the number of files shows at the top of the order. Click it to open the attachments.
Anyone who can see the order can open its files. To add or remove files you need permission to edit that kind of order.
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