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File handling on Sales Orders

File 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 (COA). The document can be attached to the COA or just on the email sent to the recipients, or both.

There are several methods of connecting attachments to a COA. The criteria is that the files need to be included directly on the COA, or they need to be included on a connected article.

To attach files to a COA, you can easily drag and drop the desired file in the window while in the COA, article or other documents. An alternative is to click the Context menu option (under the menu folder Inspects and views) Notes and Attachments, and upload the file(s) in question using the Attach file-button. The latter alternative limits the uploads to one at a time, while in the first you have support for several files at a time.

Assuming all documents are uploaded, either on the COA or on connected articles or other transaction documents, you have the option of controlling which documents to follow the output of the COA. Choose the option Select attachments for email in the context menu, which opens a popup where you may select the desired documents. Click Update after you have made the selection.