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Attaching Customer PO Documents

Customer PO documents can be attached directly to the PO record.

To attach a document:

    1. Select the options menu (Untitled design (4).png) on the PO line

    2. Choose Upload new Document / Select existing Document

    3. Upload the Customer PO file and select Proceed

The document will appear in the Documents tab and will be hyperlinked on the PO line item.

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