Adding Notes and Attachments

To add a note, do the following: 

1. On the Dashboard, click the View All Work Orders tab, or from the hamburger menu, select View All Work Orders. 
2. Click the Supply Manager tab. 
3. Find the necessary order by typing its number in the Search field or scrolling down the list of orders. 
4. In the Supply Manager order area, click the Details button. 
5. Click Add New Work Order Note. 
6. In the popup window, fill the necessary fields: 
   • Step 1. Enter Your Name. Your name is displayed by default. 
   • Step 2. Enter Note. Enter a comment in the text field. 
   • Step 3. Action Required. Select this option if you want to prompt the recipient of the note to take further action on a Supply Manager order. 
   • Step 4. Choose recipient Or Enter Email Address(es). Select a recipient from the list (you can select several email addresses by pressing Ctrl (⌘ on macOS) or Shift) or type the necessary email address in the corresponding field. You can type several email addresses by separating them with the semicolon symbol. 
   • Step 5. Add Attachment. Click Chose Picture and Files to Upload to add an attachment. 
     
     
     
7. Click Add Note. 
   After you have posted a Supply Manager order note, the note appears on the Supply Manager order details and an email notification is sent to the selected recipient(s).
   
   
8. (Optional) To return to the orders list, click Back To List.  
   

To add an attachment, do the following:  

1. On the Dashboard, click the View All Work Orders tab, or from the hamburger menu, select View All Work Orders. 
2. Click the Supply Manager tab. 
3. Find the necessary order by typing the order number in the Search field or scrolling down the list of orders.  
4. In the Supply Manager order area, click the Details button.  
5. Click Add New Work Order Note.  
6. In the popup window, fill the necessary fields:  
   • Step 1. Enter Your Name. Your name is displayed by default.  
   • Step 2. Enter Note. Enter a comment to an attachment in the text field.  
   • Step 3. Action Required. Select this option if you want to prompt the recipient of the attachment to take further action on a Supply Manager order.  
   • Step 4. Choose recipient Or Enter Email Address(es). Select a recipient from the list (you can select several email addresses by pressing Ctrl) or type the necessary email address in the corresponding field (you can type several email addresses by separating them with the semicolon symbol).  
   • Step 5. Add Attachment. Click Chose Picture and Files to Upload to add an attachment.
     
     
7. Click Add Note. 
   After you have posted a Supply Manager order note, the attachment appears on the Supply Manager order details and an email notification is sent to the selected recipient(s). 
   
   
   
8. (Optional) To return to the orders list, click Back To List.