Adding Attachments
There may be many occasions when you want to attach files to a particular purchasing document. This provides the facility to keep all related paperwork together and also enables other users to view the related files.
Attachments can be added to requisitions, purchase orders, goods received notes (GRNs), and invoices. The type of attachment added can vary based on the document, but typical examples include quotes, photos, diagrams, catalogues, GRNs, and invoices etc. Any file type can be added as an attachment.
The method of adding an attachment is the same for all IRIS Purchasing documents. The Attachment icon is available on the top of each document type:
- To add an attachment, click the Attachment icon. The Choose File to Upload dialog is displayed.
- Find then select the required file to highlight it (hold the Ctrl key to select multiple files), then click Open.
Tip: Alternatively, drag and drop the required file(s) from Windows Explorer directly onto the document to attach them. - The attachments are uploaded and saved to the location specified in the IRIS Purchasing settings. A number is displayed on the IRIS PurchasingAttachment icon at the top of the document to indicate the number of attachments. In the following example, a photo of the physical GRN has been attached and the icon displays 1.
- Repeat the process for any other attachments you want to add to the document. The number on the Attachment icon increases accordingly.