You can attach files to a production order delivery, such as packing lists, photos of the goods, certificates and customs documents. The files stay on the delivery, so they are easy to find when the goods arrive.
Note: Files on a delivery are separate from files on the production order. They are also separate from the supplier invoice PDF on the Accounting tab.
Adding files
Step 1: Open the delivery
Use either of these routes:
- Go to Production → Deliveries and click the delivery.
- Open the production order and click the delivery. On the newer production order page, deliveries are in the Fulfillments card. On the older page, they are under Deliveries.
Step 2: Open the Files tab
Click Files at the top of the delivery. If no files have been added yet, you see "There are no files for this production order delivery note."
Step 3: Add your files
- Click Add files.
- Drag your files into the box, or click Browse.
- Click Add files. The button shows the number of files, for example Add 3 files.
You see the messages "The file was saved" and "Files successfully added".
Working with your files
| To… | Do this |
|---|---|
| Open a file | Click it. |
| Rename a file | Open the file, change the Name, and click Save. The file ending (for example .pdf) stays the same. |
| Add alt text or file tags | Open the file, fill in Alt text or select File tags, and click Save. Tags are only available if you have access to file tags in settings. |
| Download one file | Click the download icon on the file. |
| Download all files | Click Download all files. You get a single zip file. |
| Download or delete several files | Click Bulk actions, select the files, then choose Download or Delete. |
| Delete a file | Open the file and click Delete file, then confirm with Yes, Delete. |
Tip: If several files have the same name, only one of them is included when you download them as a zip. Give the files different names first.
Good to know
- File types and size: You can add any file type, and there is no limit on the number of files. Files larger than 100 MB are rejected.
- Permissions: Anyone who can open deliveries can view and download the files. To add or delete files, you need the permission Create new production order delivery notes.
- After receiving or booking: You can still add and delete files after the delivery is received or booked.
- Cancelled deliveries: You can't add or delete files on a cancelled delivery. Click Reopen first. Otherwise you see "You cannot update a cancelled production order delivery note. Reopen it first."
- Who sees the files: Only your own team. The files are not shown on the production order or sent to the supplier. They are not included on the delivery PDF or in emails, and they are not sent to your warehouse or 3PL.
- Booking the delivery: When you book the delivery, copies of the files are added to the production invoice that is created. The originals stay on the delivery.
- Splitting a delivery: Files are not copied to the new delivery.