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sales_order [2021/08/27 10:21] – [Sales Order Lines] darrylsales_order [2023/06/20 08:53] (current) – external edit 127.0.0.1
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 ==== Sales order Shipping ==== ==== 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.
  
 ---- ----
 ==== Attachments ==== ==== 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. 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.
 +
 +----
sales_order.1630059696.txt.gz · Last modified: by darryl

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