TABLE OF CONTENTS
- How to Add Attachments to Documents
-
Automatic Attachment Transfer from Purchase Order to Invoice and Receipt Documents
In Precoro, you can add file attachments to each new document created:
- Purchase Order (there are two attachment types available: Internal and External)
- Warehouse Request
- Purchase Requisition
- Request for Proposal
- Receipt
- Invoice
- Expense.
Available Formats and Volume Limitations
The available attachment volume in a document should not exceed 2 MB.
You can upload various file formats: webp, jpeg, pjpeg, png, tiff, gif, zip, xml, csv, pdf, and msg.
Necessary User Roles to Upload and Delete Attachments
Users with Creator and Approver roles can upload and delete attached documents.
Users with Viewer roles can only see and download already attached files. They cannot add or delete the existing files.
Users with roles, who are able to edit attachments can add or delete them on any of the document stages.
Users who have access to document editing can delete the attachments added by other users as well.
How to Add Attachments to Documents
To upload files into documents, you can do either of the following:
- Use the Add attachments button
- Drag the necessary file from your computer.
In Purchase Orders, you can also choose the type of attachment you wish to add: Internal or External. It is also possible to drag and drop files between those types. Find more helpful information on how to work with the Purchase Order attachments in this article.
What Actions Are Available with Attachments
All attached files are available in preview mode. This means you can see the information without having to download the attached file to your computer. To open the preview, simply click on the file’s name.
If necessary, you can also download the attached file to your computer by clicking on the Download button.
Keeping Track of Changes
All the actions users have performed with attachments may be tracked in the Revision History of the document:
Automatic Attachment Transfer to Purchase Order Documents
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 the Basic Settings → Purchase Order tab:
The automatically transferred attachment shows the number and type from the original document:
Automatic Attachment Transfer from Purchase Order to Invoice and Receipt Documents
Attachments from Purchase Orders can be automatically transferred into the Invoice and Receipt documents.
To activate this function, tick the Automatically transfer attachments to Receipts and Invoices in the Basic Settings → Purchase Order tab:
The automatically transferred attachment shows the number and type from the original document: