Attachments and remarks
Attachments such as drawings, terms, contracts, certificates and deviation forms are in many situations desired by the customer. This means that these documents need to be available and able to be included in a sales order if desired.
There are several methods of connecting attachments to a sales order. The criteria is that the files need to be included directly on the Sales Order (COA), or they need to be included on a connected article or Goods Reception (SSA). RamBase does not support connections to files outside of the system.
To upload files to a COA you can easily drag and drop the desired in the Files area while in the COA, article or other documents. An alternative is to open the File Manager in the toolbar when you are in the document. In the File Manager you can upload files directly to the specific document.
Information and remarks can also be added to a COA, whether information meant for internal or external use. Internal information will only show in RamBase while external information will be available for print and/or mail.
To add internal information on the COA you can click the button Add a message, where you may enter information.
To add internal information on a COA item line, in the Notes folder, click the button Add a message, where you may enter information.
To add external information on the COA, enter information in the Note field.