Differences

This shows you the differences between two versions of the page.

--- sales_order [2021/08/27 10:20] – [Sales Order Lines] darryl
+++ sales_order [2023/06/20 08:53] (current) – external edit 127.0.0.1
@@ Line 40: / Line 40: @@
 {{ :salesorderlinetab.png?800 |}}
-Click 'Add New Line' to add extra parts, or click the pencil icon on a line to edit it.
+Click 'Add New Line' to add extra parts, or click the pencil icon on a line to edit it. Adding a new line will open a pop-up window.
+{{ :salesorderlineadd.png?400 |}}
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 ==== Sales order Shipping ====
+The Sales Order Shipping tab will show each line, and whether or not it has been dispatched to the customer. Click the pencil icon to edit a line and update the quantity that have been dispatched.
+{{ :salesordershippingtab.png?800 |}}
+Clicking the pencil icon will open a pop-up window for your chosen line
+{{ :salesorderlineshipping.png?400 |}}
+Update your Quantity to Ship and then click the tick icon. Once a line has been completed, the icon on the right of the line will reflect this.
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 ==== Attachments ====
 The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.
-To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box. You can then view and download these whenever you need to.
+{{ ::attachments_list.png?nolink&800 |}}
+To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box.
+You can then view and download these whenever you need to using the eye and download buttons on the record.
+To Edit an attachment, click on the pencil icon on the left of the list. This will open up the edit window where you can re-upload it, change the description or change it's privacy settings.
+{{ :attachment_add.png?nolink&600 |}}
+Public and Private attachments are visible or invisible to Mobile users respectively.
+----