Objective
Upload and manage the default PO files that will be attached to all future orders
Background
It is often important to include important files with the purchase orders you send out, like standard company service information, terms and conditions, etc. For this, StructShare has developed a space in our platform where you can upload these standard documents and have them automatically attached to the future orders you generate
Things to Consider
Admin Permissions
Admin permissions are required for default PO file uploads
Files are attached to all orders
Files can always be removed from an attachment field before the order is created
Upload Default PO Files
Access the StructShare “System Settings’
Click on ‘Manage Default PO Files’
Drag and drop files into the upload box, or click into the upload box to select from your file explorer