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Stephan Botha avatar
Written by Stephan Botha
Updated over 2 years ago

These are the steps to adding a Document to a Sales Order so it can either be printed or emailed.
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In the Order Header screen click the Documents button -

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Documents may be added to the list automatically when using the option in the Menu (Setup > Sales Order > Order Document), please note this Document selection will only show once you save the order and go back in to edit in. Or Users can manually choose a Document by clicking the 'Add a Document' button:

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After you have selected the Add a Document option you will see a list of all your available documents, you will need to select the Document needed by either double clicking or selecting the Document and then selecting the Select button.

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Once you have added the Document(s) needed you will see them listed on the Order Documents page where they are waiting to be actioned. This screen shows documents waiting to be printed/mailed and also completed documents.

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Printing Documents

Select a document and click the Print button:

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The document will be merged and the system will show a download option to open in a Windows Word Processor.

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Sending Documents by Email

Select a document and click the Email button:

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The document will be sent as an email attachment. Select the document that you wish to use for the email body from the list.

There are instructions on setting up email documents available here.

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Once you have printed/emailed the Documents you can continue to save the Order you have placed.

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