Adding Notes/ Attachments to a Purchase Order

How to add Notes/ Attachments to a Purchase Order?

1. Click on “Purchases” from the main menu.
2. Click on “Purchase Orders”.
3. Click on the purchase order to which you want to add notes or attachments.
4. Click on the “Add Note/Attachment” button.
5. Fill in the required fields:
   • Date: The date on which the file was attached.
   • Status: Specify the status of the attachments.
     • To set the invoice-specific statuses, enable “Manual Invoice Statuses”.
       • For more details, refer to the guide “Changing Invoice Status”
     • To modify the invoice status list, refer to the guide “Editing  Statuses List”.
   • Action: Select the performed action.
     • To modify the action list for invoices, refer to the guide “Modify Actions List”.
   • Note: Write the desired notes and adjust the format.
   • Attachment: Click on “Select from your computer”.
     • Select the file.
     • Click on the “Open” button.
6. Click on the “Save” button.