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  1. Receiving
  • December 22, 2022 21:34
  • Updated

How to Upload Attachments

Goal:

  • Attach and upload attachments (packing slips or documents) from received items

Steps:

  1. Go to Receive. 

  2. Find the Purchase Order and select it. 

  3. Select the Upload button and locate the file from your computer. 

  4. Changes are saved automatically. 

Tips!

  • The steps listed can only be performed if the user has a Receiver role assigned. 
  • You can upload multiple attachments. 
  • You can also drag and drop a shipping slip file into the drop area. 
  • Files uploaded will also appear on the actual Purchase Order page.
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