How do I add a document to a Delivery Note?

Follow these steps to add a document:

1. Click the Main Menu.
2. Go to the Inventory tab.
3. Select the Delivery Notes module.
4. Open a delivery note.
5. Click the Do button in the Summary View.
6. Click Add or Create button.
7. Select Documents.
8. Here, you see two options on your screen:
   • Select Documents
     • If you want to add an existing document, select this option.
     • Hover over a record in the list of all existing documents to display the radio buttons.
     • Click the radio button on the left side of the record to select the record.
     • Click Add Selected button present below of the list.
   • Create Documents
     • If you want to add a new document, select this option.
     • Fill all the necessary details.
     • Click Save.

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

To learn more about Delivery Notes, click here.