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Document Center

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The Document Center lists all documents currently assigned and tracked in POSitive.

Documents can also be attached to POSitive Mail messages between staff members.

Filter the list of Documents

You can manage documents by type by choosing the appropriate View: Customers, Inventory, Invoices, Pending Transactions, Purchase Orders and Vendors.

Actions

View/Launch Document - open the document for review

Export Document - save the document to a location of your choice

Document Center

Customers

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

EP-CustomerDocuments

 

 

 

Inventory

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

DM-InventoryCenter

 

Invoices

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

DocumentRegisterInvoice

Classic Style screen

DM-InvoiceClassicStyle

Touchscreen Style screen

DocumentTouchscreenInvoice

 

Invoice History

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.

EP-InvoiceDocuments2

 

Pending Transactions

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

 

DM-PendingOrder

 

Purchase Orders

Go to Purchasing: Create/Receive POs

Highlight a Purchase Order

Choose the Documents tab under Show.

DM-PurchaseOrder

 

Vendors

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

DM-Vendor

 

 

POSitive Send Mail

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

DM-POSitiveSendMailAttach

 

DM-POSitiveSendMailReceivedAttach