{"id":30565,"date":"2025-02-24T08:38:31","date_gmt":"2025-02-24T08:38:31","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d9%85%d9%84%d8%a7%d8%ad%d8%b8%d8%a9-%d9%85%d8%b1%d9%81%d9%82-%d9%84%d8%a3%d9%85%d8%b1-%d8%a7%d9%84%d8%a8%d9%8a%d8%b9\/"},"modified":"2025-02-24T11:58:56","modified_gmt":"2025-02-24T11:58:56","slug":"adding-notes-attachments-to-a-sales-order","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-notes-attachments-to-a-sales-order\/","title":{"rendered":"Adding Notes\/Attachments to a Sales Order"},"content":{"rendered":"<ol>\n<li>Click on\u00a0<strong>\u201cSales\u201d<\/strong>\u00a0from the main menu.<\/li>\n<li>Click on\u00a0<strong>\u201cManage Sales Orders\u201d<\/strong>.<\/li>\n<li>Click on the sales order to which you want to add notes or attachments.<\/li>\n<li>Click on the\u00a0<strong>\u201cAdd Note\/Attachment\u201d<\/strong>\u00a0button.<\/li>\n<li>Fill in the required fields:\n<ul>\n<li><strong>Date:<\/strong>\u00a0The date on which the file was attached.<\/li>\n<li><strong>Status:<\/strong>\u00a0Specify the status of the attachments.<\/li>\n<li><strong>Action:<\/strong>\u00a0Select the performed action.<\/li>\n<li><strong>Note:<\/strong>\u00a0Write the desired notes and adjust the format.<\/li>\n<li><strong>Tags: <\/strong>Add tags to categorize specific notes and attachments.<\/li>\n<li>Enable the <strong>\u201cShare With Client\u201d<\/strong> button if you want the client to be able to view the notes and attachments on their own portal of the system.\n<ul>\n<li><strong>Note:<\/strong>\u00a0For the client to be able to view the attachment, the permission to view notes and attachments on their personal page must be given. For more details, refer to the\u00a0<strong>\u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/client-permissions-settings\/\">Client Permission Settings<\/a>\u201c<\/strong>\u00a0guide.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Attachment:<\/strong>\u00a0Click on \u201c<strong>Select from your computer<\/strong>\u201d.\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Select the file.<\/li>\n<li>Click on the\u00a0<strong>\u201cOpen\u201d<\/strong>\u00a0button.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p>6. Click on the <strong>\u201cSave\u201d<\/strong>\u00a0button.<\/p>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[8087],"tags":[2792],"class_list":["post-30565","tutorial","type-tutorial","status-publish","hentry","category-sales-order","tag---en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding Notes\/Attachments to a Sales Order - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-notes-attachments-to-a-sales-order\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding Notes\/Attachments to a Sales Order - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Click on\u00a0\u201cSales\u201d\u00a0from the main menu. 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