Last updated: 13.11.2023
Valid from: 2022.10.00 and later
Attachments, order reception
Order > Order reception
In the Attachments section, files can be added to orders and files already attached can be managed.
For example, to preview or copy a file, select it in the list and then click on Preview or Copy file.
For example, if a particular file in the list is to be attached to the invoice when the order is invoiced, select the file, then select the Include with invoice checkbox and click to save the changes to the order.
For instructions on how to add files to an order, see Attaching files in order reception .
If the Attachments section is not displayed, see Arranging the sections in order reception.
Function | Description |
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New | Adds a new file to the order. |
Delete | Deletes the selected file from the order. |
Preview | Opens the attachment in the default programme for that file type. |
Attach file to email | Opens a new email message with the file attached and the email address of the customer reference automatically filled in as the receiver. |
Copy file | Adds the file as an attachment to another order. |
File name (column) | The name of the attachment. |
File category | If a file category has been entered for the file, such as POD, Freight bill or Package label, it is displayed here. |
Freight bill no. | If a freight bill number has been entered for the file on the right, it is displayed here. Note:
|
Created | The date and time the file was added to the order. |
File name (field) | The name of the attachment. The file can be renamed here. Do not forget to save the order once this has been done. |
Freight bill | Multiple freight bill numbers can be entered for the file separated by commas, for example “7788, 9099, 4407”. The freight bill numbers are also displayed in the file list (Freight bill no. column). Note:
|
File category | For example, the file category could be POD, Freight bill or Package label. The file category is also displayed in the file list (File category column). Default setting: [None] |
Do not export |
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Show on web |
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Include with invoice |
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Comment | Free text field for notes about the file. |