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Add attachments to a purchase order

Keep quotes, confirmations and photos with the order.

Attach the vendor's quote, a signed confirmation, a photo of a damaged delivery — anything that belongs with this order.

Add a file

  1. Open the purchase order.

  2. Click Attachments at the top, next to the Order, Receiving and Bills tabs.

  3. Click Choose and select your files.

  4. Once uploaded, click the name to rename it to something useful.

Rename the file. IMG_4471.jpg tells the next person nothing; Damaged wheels 12 Aug tells them everything.

What you can attach

File type

Accepted

Documents

.pdf.doc.docx.odt

Spreadsheets

.csv.xls.xlsx.xlx

Images

.jpg.jpeg.png

Size limit

5 MB per file

Anything else is rejected. If a photo from a phone is over 5 MB, resize it before uploading.

How to know it worked

The file appears in the Attachments list. Click it to check it opens and is the right one.

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