The purpose of this option is to add documents to orders automatically at specific points:

1. On initial Order save

Menu option: Setup > Sales Orders > Orders Documents

2. On Invoice creation (after saving order)

Menu option: Setup > Sales Orders > Invoices Documents

3. On Confirm Despatch

Menu option: Setup > Sales Orders > Confirm Despatch Documents

After documents have been added to an order they can be printed or emailed, either by using the Document button in the order, or the Menu option:

Tools > Sales Order > Documents

You do have the option not to send out Confirmation of Dispatch when creating a new order, you can check these accounts by going to:

Tools > Sales Order > Confirm Dispatch

When in an order you can select a document by clicking on ‘Documents’.

Select the Document option and then select the Add a Document option. This will show you a list of your Documents where you will need to select the relevant one. Once you have selected the Document you can then select to either print or email the Document you have selected.

There is no limit to the number of documents that can be added to the list.