View delivery or despatch history

How to

View delivery history for purchase orders

Open: Purchase Order Processing > Purchase Orders List.

1. Select an order and click View to see the order details.
2. Select the item and select View Item.
3. To display the delivery history, select Deliveries.

View despatch history for purchase returns

Open: Purchase Order Processing > Purchase Orders List.

1. Select a return and click View to see the order details.
2. Select the item and select View Item.
3. To display the despatch history, select Despatches.

Attach files and scanned documents

You can view attached files, add new files and scanned documents, or delete attached files.

1. To view, add or delete attached files, select Attached Documents.

2. To attach a file:

   • Select Attach File, then browse to the file that you want to attach and click Open.

     Tip: If you can't see the file, change the filter to show All Files. By default, the attachments filter only shows these file types: pdf, jpg, png, gif, txt, xls(x), doc(x), msg.

   • Drag-and-drop a file into the Attachments list. For example, you can drag-and-drop multiple files from Windows Explorer, or single files from an Outlook email.
   • Once the file has been added, you can enter a comment or reference in the Description column.

3. To scan a document and attach it as an image, click Scan Using Device.

   • Select Start Scan to see a preview of the scan, and click OK to add it as an attachment.
   • If the scanned image doesn't look right, you can select Rescan to scan the document again.
4. To view an attachment, select it and click View. The file will be opened using the application that's associated with this file type in Windows. You can't view exe or bat files.
5. To remove an attachment, select it and click Delete.

For more information, see Scan and attach documents.