How do I add attachments? (products, customers, vendors, orders)

You can add attachments to much of the data held in inFlow. For instance if you wanted to attach a warranty to a particular order, or certificates re: tax breaks to a customer record.

To do so in a product record:

  1. Open the product record.
  2. Click Attachment in the top toolbar.
  3. Click Add New in the resulting window.
  4. Choose the file you want to attach and then click Open.
  5. Click Save in the attachment window and again in the top toolbar of your product.

To do so in a sales order:

  1. Open the sales order.
  2. Click Attachment in the top toolbar.
  3. Click Add New in the resulting window.
  4. Choose the file you want to attach and then click Open.
  5. Click Save in the attachment window and again in the top toolbar of your order.

If you’d like to re-open the attachment down the road simply:

  1. Navigate to the order, product or record that you wish to address.
  2. Click Attachment in the top toolbar.
  3. Click the name of the file you wish to open.
Yun Ling
Archon Systems
w,
+1.866.923.4974
260 Carlaw Ave #397
Toronto, ON, M4M 3L1
Canada
April 11, 2012