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Make attaching documents to orders and credits mandatory

If you want to set attaching documents a mandatory step, you can do this within a few simple steps in the mini market.

Written by alexandru sava

The following steps will show how to set documents as an requirement when placing the following types of orders and credits:

  • Balance orders and credits.

  • Paper invoices and credits

  • PO Pad, Ad hoc and IP Scan.

To set this up:

  1. At the top, click the Admin Cogs icon.

  2. On the left, click Mini Markets, then click into Manage Mini Markets.

  3. Edit the mini market to be updated.

  4. Stay on the Details tab, and scroll down and click into Order Placing, and review and Check each applicable setting:

    • Require attached document for balance orders / credits.

    • Require attached document for paper invoices / credits.

    • Require attached document for paper invoices / credits.

  5. At the bottom, click Update to save the changes.


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