How to upload files in my purchase order?

How to upload files in my purchase order?

Purchase Order Detail

To upload files to a purchase order, you'll first need to access the Purchase Order Details page. If you’re familiar with how to get there, feel free to skip to the next part of this article. If not, check out this guide on accessing the Purchase Order Details page.

Upload Files

Once you're on the Purchase Order Details page, click on the Files tab, as highlighted in the image below. From there, just hit the Upload Files button. You can select categories and subcategories to organize your documents.

You can upload a variety of files, including documents and Excel sheets, related to your purchase orders or shipments.





Notes
In the next version, we’re adding customizable categories so you can create your own file categories! If you need this feature urgently, feel free to reach out, and we’ll prioritize it.