In Precoro, you can add Attachments to your Purchase Orders to have the related documents in terms of one document and easy access to them.


The attached documents will be sent to approvers and suppliers along with the emails.


TABLE OF CONTENTS


Attachments types


There are two types of Attachments in the Purchase Orders:


1. Internal Attachments

Documents attached in this section will be available for company users only. They will be sent to document approvers along with the approval emails. These attachments will not be sent to suppliers.


2. External attachments 

Documents attached in this section will be available for company users and suppliers. These attachments will be sent to the Supplier along with the Purchase Order.


In Precoro, you can find them on the right-side panel of the document:



You can drag and drop the attachments in Purchase Order documents between the External and Internal sections:



Those users who have access to document editing can delete the attachments added by other users.


Automatic Attachment Transfer to Purchase Order documents


The attachments from Purchase Requisitions and Requests for Proposals can be automatically transferred to Purchase Orders to the Internal and External sections, respectively:


  • Attachments from the Purchase Requisition documents will be transferred into the Internal section of Purchase Orders.
  • Attachments from the Requests for Proposals documents will be transferred into the External section of Purchase Orders.


To activate this function, tick the Automatically transfer attachments from Purchase Requisition in Basic Settings Purchase Order tab:



The automatically transferred attachment shows the number and type from the original document: 



Attachments in the approvers' emails


Approvers will get all attachments from Purchase Orders along with the approval emails. Both Internal and External attachments will be displayed.


Attachments will be added to the emails as links:



Please note that you might need to log in to Preсoro to access the internal attachments.


Attachments in the emails to suppliers

Suppliers will get attachments only from the External Attachments section along with the Purchase Order.

Attachments will be added to the emails as links: