The article outlines the steps to Add a document to a Sales Order.

 

PURPOSE

This function enables users to add a document such as a customers confirmed Purchase Order to the sales order.

 

KEY BENEFITS

  • Allows traceability as users can reference the original confirmed order from the customer.

 

FOLLOW STEPS BELOW:

 

1. From within the Sales Order, Click on the ‘Documents’ Tab

2. Click on the ‘Add’ Icon

3. Within the ‘Open’ Window, browse PC for the document

4. Click ‘Open’

 

ADDITIONAL NOTES

Do delete a document, click on ‘Delete’ icon i.e. red X

 

NB. For a quick tutorial watch below