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How do I add a document to a Delivery Note?

Table of Contents
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.
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