Attaching Documents to Vouchers or Customer Orders

To be used to attach documents to Vouchers or Customer Orders such as Vendor Invoice, Customer Purchase Order, etc.

Pre-Requisites

1. Vendor Master
2. Customer Master
3. Item Master

Step-by-Step Guide

1. Access the Payables module:  at voucher entry, select the voucher for the document you wish to attach.
    
2. Click the ‘Attachments” button:
   

3. Click the ‘Upload’ button and select the file you wish to attach from the drive where stored:

   

4. Save. Close.  More than one document can be added as an attachment.

5. Any attachment to a customer order is done in the order entry screen. (Same steps as above.)
   
   Open the order you wish to add documents to.