Order Attachments
Attachments allow you to associate documents, receipts, photos, and any other relevant files with an order. This makes it easier to organize, track, and audit your operations.
What Are Attachments?
Attachments are files linked directly to an order so that all relevant information stays centralized. Common examples include:
- Delivery photos: photographic evidence that a package was delivered
- Customer correspondence: screenshots of relevant conversations or emails
- Supplier invoices: cost documents associated with the order
- Customs documents: for international orders requiring import or export paperwork
- Warranty cards: product warranty certificates
Use Cases
| Use case | File type | Benefit |
|---|---|---|
| Proof of delivery | JPG/PNG photo | Dispute resolution |
| Supplier invoice | Cost control | |
| Customs document | PDF/DOCX | Regulatory compliance |
| Warranty card | After-sales service | |
| Correspondence | PDF/PNG | Traceability |
How to Upload Attachments
Open the order detail
Navigate to Orders and click on the order you want to add files to.
Find the attachments section
Scroll down to the Attachments section within the order detail.
Upload the file
You can upload files in two ways:
- Drag and drop: drag the file directly onto the upload zone
- File selector: click the upload button and select the file from your device
Tip
Use descriptive file names before uploading (for example, supplier-invoice-2024-03.pdf instead of document.pdf). This makes searching and organizing easier later on.
Supported Formats
| Format | Type | Best for |
|---|---|---|
| Documents | Invoices and official documents | |
| JPG | Images | Delivery photos |
| PNG | Images | High-quality screenshots |
| DOCX | Documents | Editable Word documents |
Storage
All files are stored securely in the cloud. There is no limit on the number of attachments per order.
Viewing and Downloading Attachments
Attachments appear as a list within the order detail. For each file you can:
- See the name and the date it was uploaded
- Download the file by clicking the download icon
- Preview images directly in the browser
Deleting Attachments
If you need to remove an attached file:
Find the file
In the attachments section, locate the file you want to delete.
Delete the file
Click the delete icon next to the file. Confirm the action in the confirmation dialog.
Warning
File deletion is permanent and cannot be undone. Make sure you no longer need the file before deleting it.
Activity Log
All attachment-related actions are recorded in the order timeline:
- File uploads: records who uploaded the file and when
- File deletions: records who deleted the file and when
Tips and Best Practices
Tip
Establish a naming convention for your team. For example: [type]-[description]-[date] like delivery-front-photo-2024-03-15.jpg.
- Organize with descriptive names: makes finding files quickly much easier
- Use attachments for auditing: keep evidence of deliveries, payments, and communications
- Upload proof of delivery: useful for resolving customer disputes
- Document exceptions: if an order required special handling, attach the evidence
- Review periodically: remove temporary files that are no longer relevant