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What are attachments?

11-18-2019
Tags: Attachments, File, SystemBasics

Attachments are any kind of computer file and they can be attached to records in the OnSite system including:

 

  • Sales Orders
  • Quotes
  • Purchase Orders
  • Bank Reconciliations
  • Employees
  • Marketing
  • Contacts
  • Prospects
  • Customers
  • Products
  • Designs
  • Vendors 

 

Some practical uses are:

• Signed documents like an “Order Approval” attached to a specific order.
• MSDS chemical sheets attached to a specific Vendor.
• Proposals attached to a Customer file or a Marketing Contact.
• Checks or bank statements attached to a “Bank Reconciliation”.
• Embroidery stitch files attached directly to a design.
• Packing slips attached to a “Purchase Order”.

 

                    Attachments