Attachments

You can attach documents to your sales order or pre advice using the paperclip icon in the top right corner. This is mostly intended for scanned files and images relating to the order as a safe and easy way to save them against it for future use. Clicking on the icon will open the attachment manager, allowing you to attach new images or any type of file.

Paperclip Icon Location

Upon selecting this Icon you will be met with a new screen with a few options to choose from:

Attachment Manager Screen

The Icons within this screen have the following functionality:

Icon	Usage

Icon	Usage
	Attach a New File - Select a file from windows to attach to the Pre Advice or Sales Order respectively.
	Delete Attachment - This simply allows you to remove the selected attachment.
	Email Attachment - This allows you to send out attachments via email.
	Choose View - this allows you to alter the icon sizes in the attachment list and toggles the detail columns for these.
	Filter List by File Type (extension) - This allows you to filter all attachments by their corresponding file type such as PDF or PNG.
	Filter List by Attachment Type - This allows you to filter down all file attachments by their corresponding type set by yourselves in the next section.
	Maintain Attachment Types - This allows you to list/set attachment types for both Pre Advices and for Sales Orders.
	Refresh - This will simply refresh the list of attached files.

Once you have saved documents to a pre advice or sales order you will notice the paperclip icon gains an orange outline. This is to indicate that there are attachments saved against it.