Document Center

Keep special documents and notes for select customers.  (see also Docs for Customers)

Inventory can have documents attached.  (see also Docs for Inventory)

While creating an invoice, you may choose to attach a document.  Before finalizing the invoice, choose the "Documents" button on the Invoice button bar.  You can choose to attach documents.

Advance Setup Required:  Add a "Documents" button to the Touchscreen (see Touchscreen Editor) or to the Invoice Button Bar for Register and Classic Invoice screens (see Invoice Buttons)

Choose Add Document

Choose Remove Document if you want to undo a document added.

Choose Close or Back To Invoice when you are finished and want to return to the list of items being purchased

Register Style screen

Classic Style screen

Touchscreen Style screen

A green tack icon beside the invoice number indicates that an invoice has a document attached.  Choosing Documents under Properties will display the attached document information.  You may choose to View/Launch, Export, Remove the existing document and/or Add a new document.

Documents can be attached while creating the pending transaction or after the fact by choosing Properties: Documents in the list of Orders In Process.

Go to Purchasing: Create/Receive POs

Highlight a Purchase Order

Choose the Documents tab under Show.

Keep special documents and notes for select vendors.  (see also Docs for Vendors)

Sending messages to individual or groups of employees can all include "Documents"