Supporting Documents for Purchase Orders, Sales Orders and Quotes

You can upload supporting documents to be stored against Purchase Orders, Sales Orders and Sales Quotes.

Overview

Upload Documents

Overview

You can upload supporting documents to Purchase Orders, Sales Orders and Sales Quotes. This could be any document that you customer or Supplier might send that you wish to attach.

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Upload Documents

We'll look at Purchase Orders as an example. However, the functionality is the same for Sales Orders, Sales Quotes and Invoice Automation Purchase Orders.

• Start at Payables > Purchase Orders.
• Select the Purchase Order you want and click into the Purchase Order to open it.
• Click the Documents tab.
• Click Upload file.

• In the Upload Documents screen:
• Click Add files.
• Select your files to upload from your browser. You may select multiple files.
• The documents you have selected will now be displayed.
• Click Confirm.

The documents will now be displayed on the Documents tab.

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