How to Add a Document from an Order in ProdSys
In ProdSys, you can also create a document directly from an order. These documents are still stored in the Document Register, but the process starts from the order screen. Follow these steps to add a document from an order:
1. Access the Order Screen
Open the order you wish to add a document to.
In the bottom right section of the order screen, locate the Documents area.
2. Create a New Document
Click the + button in the Documents section to start creating a document.
This will bring up a list of available document types, similar to the process in the Document Register.
3. Select a Document Type
Choose the appropriate document type from the list and click Create.
The document form will open, where you can enter the necessary details.
4. Enter Document Details
Fill in the document fields, such as:
Description: Add a brief summary of the document.
Notes: Include any relevant information.
The order will already be linked to the document, so no need to specify this again.
5. Attach Files
At the bottom of the document form, you can attach files from your computer (e.g., PDFs, images).
6. Save the Document
Once you've completed the document, click Save to finalize it.