Sales
To add notes or attachments to a purchase quotation
- Select “Purchases” from the navigation menu.
- Select “Purchase Quotations”.
- Click the purchase quotation you wish to add an attachment to.
- Click the button “Add Note/ Attachment”.
- Input the attachment and note details
- Date: Set the date of attaching the document.
- Status: Select the required status.
- Action: Select the performed action.
- Note: Type in the required notes with the help of the wording tools.
- Attachments: Click the button “Upload” to browse your device or drag and drop the file to upload it.
- Click “Save”.