How do I add a document to a Purchase Order?

Documents module in Vtiger 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 purchase order(PO):

Click the Main Menu.
Go to the Inventory tab.
Select the Purchase Orders module.
Open any purchase order record.
Go to the Summary View of the selected record.
Click the +New button.
Click Add or Create button.
Select Documents.
Here, you see two options on your screen:
- Select Documents
  1. If you want to add an existing document, select this option.
  2. Hover over a record in the list of all existing documents to display the radio buttons.
  3. Click the radio button on the left side of the record to select the record.
  4. Click Add Selected button present below of the list.
- Create documents
  1. If you want to add a new document, select this option.
  2. Fill all the necessary details.
  3. Click Save.

The linked document will be seen in the Documents widget in the Summary View of the PO record.

To learn more about Purchase Order, click here.

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How do I add a document to a Purchase Order?

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