Adding documents to the order
When Raising An Order
A user can upload a document - Quote / Terms & Conditions when raising an order. They can upload different types of documents that will be stored with the order. You can force a quote to be uploaded over a certain value as well.
Add a document to the History
We allow the facility to upload a PDF of a quote or any other type document to attach to an order. You do this by clicking the “Add Quote PDF” button as shown below.
Then Browse to your PDF and click “Add Quote”
Related Articles
Editing an order
Documents > Purchase Orders > PO Number Click the PO number from the list view to go into the Purchase Order. You have a list of 'document actions' in the top right. You can edit an order by selecting the 'Edit' option. If set, any editing of the PO ...Supplier acceptance of order
We have two ways for a supplier to accept an order. The first is very easy, you can add Accept / Reject buttons to the supplier email template. The second is more sophisticated. It requires the supplier to digitally sign your terms and conditions ...Download a PDF of your order
Documents > Purchase Orders > PO Number To get at the PDF of the order, find the order and click the down arrow button as shown below. This will download the PDF of the order. You can manually send this to your supplier if you don’t have a workflow ...FileDirector workflow step
Setting Up The Workflow Step The video above explains all of this article as well. There is a workflow step to archive documents in FileDirector. File Director is a world-class document management system. To use this step you will need an on-premise ...GRN an order
GRN means Goods Received Note> its an established process of receipting a delivery / order Documents > Purchases As part of your ordering process, you may wish to GRN (Goods Receipt Notes) your order. This effectively sets “how much” of your order ...