How to Attach the Customer's PO or PI to a Sales Order
In short
On the sales order form use the Customer PO / PI card (or the Upload PO / PI button in the Order Items header): enter the PO / PI number and date and upload the file — PDF, image, Word or Excel up to 50 MB.
| Where | Sales → Sales Orders → order form |
|---|---|
| Who can do it | Required for everyone except admins before an order can be sent for approval. |
| Steps | 5 |
Step by step
- 1
Open the order
Create a new sales order or edit a draft one.
- 2
Find the PO / PI card
Scroll to the Customer PO / PI card, or click Upload PO / PI in the Order Items header.
- 3
Enter the reference
Fill the PO / PI number and the PO / PI date.
- 4
Upload the file
Click Upload PO / PI and choose the file — .pdf, .jpg, .png, .doc, .docx, .xls or .xlsx, up to 50 MB.
- 5
Send for approval
Save and send the order for approval. The admin sees the file while approving, and the project's PO / PI tab keeps it afterwards.
Common questions
Which file types can I upload as PO / PI?
PDF, JPG, JPEG, PNG, Word (.doc, .docx) and Excel (.xls, .xlsx), up to 50 MB each.
Who can see the customer's PO / PI?
Sales, Accounts and Admin. Other roles cannot open it, because it carries the prices agreed with the customer.
Where can I find the PO / PI after the order is approved?
On the project page, in the PO / PI tab. The admin also sees it on the Approvals page while approving the order.
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