Adding Notes/ Attachments to Purchase Quotations

How to add Notes/ Attachments to Purchase Quotations

1. Click on “Purchases” from the main menu.
2. Click on “Purchase Quotations”.
3. Click on the quotation for which you want to add notes or attachments.
4. Click on the “Add Note & Attachments” button.
5. Fill in the required fields:
   • Date: The date on which the file was attached.
   • Status: Choose the status of the attachments.
     • To set the invoice statuses, activate “Manual Invoice Statuses”.
       • For more details, check the guide on “Changing the Invoice Status”
     • To modify the list of invoice statuses, see the guide on “Editing the Status List”.
   • Action: Choose the executed action.
     • To edit the list of invoice actions, refer to the guide on “Editing the Action List”.
   • Note: Write the desired notes and adjust the format.
   • Attachments: Click on “Choose from your computer”.
     • Select the file.
     • Click on the “Open” button.
6. Click on the “Save” button.