Managing Purchase Orders (PO) in Neto goes beyond simply creating and sending orders to your suppliers. The platform provides a range of powerful tools to help you stay organised, reduce manual effort, and maintain full control over your procurement workflow.
This article covers key capabilities that enhance how you manage your purchase orders:
- Attaching Files to a Purchase Order: Keep invoices, delivery notes, and other supporting documents directly linked to relevant purchase orders, eliminating the need for external file storage.
Together, this feature streamlines your purchasing process and helps ensure your records remain accurate and easy to manage.
Attaching a File Linked to a Purchase Order
The Attach File feature allows you to link relevant documents and images directly to a purchase order, keeping all associated files in one place rather than storing them separately. With the help of this functionality, you can upload and store supporting documents and images within a purchase order. This removes the need to maintain files in external locations or manually link them with your purchase orders.
Follow the steps shown below to attach files to a purchase order:
- Navigate to the Purchase Orders section in your control panel. You can find this section under Stock Control > Purchase Orders.
- Either create a brand-new purchase order or open an existing one currently in "Draft" or "Pending" status.
- If you’ve chosen an existing purchase order, click on Edit to proceed.
- Within the purchase order details section, select the Attach Files button.
- A modal window opens up. You can either manually drag and drop your file (max 10 MB each) into the designated area or click to choose a file by browsing your device. Once a file is selected, it's displayed in the upload region. Proceed to upload the attachment.
- After a file has been uploaded, you can view or delete it directly from the modal window.
- Each purchase order supports a maximum of 5 files. Supported file extensions include JPG, PNG, GIF, PDF, and WebP, respectively. Once you're ready, click Save Attachment to finalize the upload.
Important:If you encounter an error while uploading, please ensure the file type is compatible with our Neto system and its size doesn’t exceed 10 MB. Should the issue persist, please reach out to our support team for further assistance. - Your attached files can be accessed under the Actions column of the purchase order overview page. Clicking View will open the file in a new browser tab.
