Attach Files to Events

To enable the ability to add an attachment (PDF, image, spreadsheet, etc.) to an event, go to Settings > Team Settings then while on the Team tab select the team from the list above. 

For example, if we want to be able to add PO confirmations/acknowledgements from the supplier to Purchase Orders, scroll over to the right until you find "Show Files" and check the box for the Purchase Order event. 

This will add a Files box to the header on the event.

Click on Files to open up the Attachment window.  Drag & Drop or open a file explorer to select the attachment(s).

Interactive Demo: Add Files to an Event

• Related Articles

• Delivery Events

  Delivery Events are generated from sales/work orders. When product is available or when the customer requires the product(s), a delivery event is generated from the work order to ship the goods. A delivery event is also created for pick up so the ...

• Sales Invoice

  The most common way to create an invoice is from a Delivery Event. Click the Generate Invoice button Confirm the products/quantities to invoice Click save to create the Invoice Invoice will be automatically sent or be required to be sent manually ...

• Creating a Work/Sales Order

  A work/sales order can be created at this stage or converted from a quote. Non inventory, or out of stock product can be procured from a work order and a tie will be established between the events. To create a quick sales order; Click on Create Work ...

• Creating a Quote

  A quote can be entered for a customer or prospective customer that holds product pricing to a specific date. To create a quick quote; (optional) add a customer and quote details in left panel Add line items and update pricing, if necessary Add line ...

• Product Category Tiles

  The product category tiles can be made available on events for easy access to drilldown to find products. Twenty first level categories can be displayed on the bottom portion of the line entry window. Categories are added and formatted through ...