Forum Discussion

Here's avatar
Here
Contributing Cover User
2 years ago

Attach documents to order

Hi,

 

It would be great if you could attach documents to quotes & orders in the purchase command.

 

Many times I receive an invoice or proforma invoice to an order placed and wait until the goods arrive before converting the purchase request to a bill.

 

Currently, the invoice sits in the intray with all other receipts & invoices and can be time consuming to find the appropriate invoice attachment after converting the order to a bill. 

1 Reply

  • Hi Here

     

    Thanks for your suggestion about attaching documents to quotes and orders in the purchase command. Currently, we only support attaching documents to bill transactions. However, we understand the convenience this feature would bring, and it's something we've already noted in our Ideas board. We encourage you to support this idea there so it can gain more visibility and potentially be included in future updates. Ideas board.

     

    If you have any concerns or need further assistance, feel free to reach out.