How to Upload Documents in Sales Order
To enable users to upload and manage order-specific documents (such as specifications, images, PDFs, etc.) directly within the Sales Order module—ensuring all relevant files are centrally available for planning, production, and dispatch teams.
Step 1: Navigate to Sales Orders
Go to:
Orders > Sales Orders
This will display the list of all existing Sales Orders.
Step 2: Open the Specific Sales Order
Click on the SO number you want to upload documents for (e.g., Smart/2507/024).
Step 3: Go to the Document Upload Tab
Inside the Sales Order detail page, click the Document Upload tab from the top navigation.
Step 4: Upload the Required Files
You’ll see upload options like:
Image – for image uploads
PDF – for PDF documents
Click the upload icon (⬆) next to the desired field and select your file.
✅ That’s it!
The uploaded documents will now be linked to the sales order and viewable anytime from the same tab.
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