Attachments in orders

Orders in Opter can have attachments much like an email message. Attachments can be, for example:

customs documents and email messages added in order reception
scanned freight bills automatically retrieved from a folder on a computer
pictures of deviations taken by drivers with their mobile cameras
files that a customer adds to an order on the customer web.

It is only possible to attach MSG, PDF, BMP, JPG, GIF, PNG and TIF files.

If you drag and drop emails from Outlook into order reception, they are saved in Opter as MSG files. If the email contains attachments, they are saved as separate files, and a wide range of file formats are allowed for these files. For more information, see Attaching files in order reception .

Preparation

Define how the attachments are to be stored in the system, see Setting the way attachments are stored.

Adding files to orders

The files can be attached in different ways:

Attaching files in order reception .
Attach files on the customer web.
Attach pictures in Opter Driver (see Registering damage in Opter Driver for Androidand Adding images in Opter Driver for iOS).
Importing files from a folder automatically.

Reference Materials

Attachments, order reception

System Settings (window)

Import of attachments, window

Internet order settings (window)

Attaching files in order reception

Setting the way attachments are stored

The customer web

New orders in Opter Driver

Adding images in Opter Driver for iOS

Importing files from a folder automatically