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
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: This is not the freight bill number for the order.
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: This is not the freight bill number for the order.
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	: The file is not included when the order is exported via EDI or OpterLink. (default): The file is included when the order is exported via EDI or OpterLink.
Show on web	: The file is displayed on the customer web, resource webs and Track & Trace. Assumes that Show attachments has been selected in the internet order settings (General tab) for the relevant customer or resource web, or Track & Trace. (default): the file category setting is used (see the Categories for attachments window). If File category = [None], the file is displayed on the customer web, resource webs and Track & Trace, provided that Show attachments is selected in the internet order settings (General tab). : The file is not displayed on the customer web, resource webs or Track & Trace.
Include with invoice	: The file is attached to the invoice when the order is invoiced. (default): the file category setting is used (see the Categories for attachments window). If File category = [None], the function is controlled by the Include attachments without a file category in invoice mailings checkbox in the office settings (Invoice settings tab). : The file is not attached to the invoice when the order is invoiced.
Comment	Free text field for notes about the file.

Attachments, order reception

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