How can I add a document to a Sales Order?
Use Vtiger’s Documents module to solve the problem of organizing and sharing!
It acts as a repository for all the documents that you create or those shared with you by your customers or sales team.
Follow these steps to add a document from a Sales Order:
- Click the Menu icon.
- Go to the Inventory tab.
- Select the Sales Orders module.
- Open any Sales Order record.
- Click the +New button in the Summary View.
- Click Add or Create button.
- Select Documents.
- If you want to add an existing document, select Select Documents or select Create documents if you want to add a new document.
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