Sales Order Wizard

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Attachments

 
Sales Order Wizard enables the loading of Attachments against Sales Order Headers and Lines.
 
To enable this functionality, you must have the ‘Attachment’ section displayed in your worksheet.  If this section is not already in your worksheet, go to ‘Manage Templates’ to create/modify a worksheet with the ‘Attachment’ section included.  Refer to section:  Manage Templates
 
Enter information directly into the worksheet, or double-click in the ‘Attachments’ section to open the ‘Attachments’ form and enter the information.
 
 
 
                          
 
To upload attachments, click on ‘Attachments’ and select ‘Upload Selected Attachments’ or ‘Upload All Attachments’ on the Sales Order Wizard ribbon (as illustrated below):
 
This section is common to all our tools.
 
Click on this link to navigate to Common User Instructions: Attachments