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Add Unit Documents

  • Updated

Documents such as scanned Purchase Orders, manufacturer literature, or scans of official accounting or financial documents may be stored in Unit Inventory.

Non-Financial Documents

Financial Documents

Non-Financial Documents

  1. Open the Unit Inventory module.
  2. Locate and open the unit record.
  3. Choose the Expanded View button in the upper right of the screen. This will open the unit details, which contains a Shared Unit Information section for universal things like Color and Rental Unit. 

expandedview.png

unitprofile_sharedinfo.png

  1. Click the Upload Docs button at the bottom right to upload non-financial documents such as manufacturer’s literature or build sheets. This opens the Upload Files window.

unit_uploadfiles_blank.png

  1. Click the Select Files button to open a navigation window and browse your computer for the documents.

unit_uploadfiles_select.png

  1. Select the files from your computer you wish to attach to the unit. You can hold the Ctrl key when clicking over individual documents to select multiple files.
  2. Click the Open button. This will begin uploading the documents. The progress bar shows the file(s) progress.

unit_uploadfiles_uploaded.png

  1. Once all files have uploaded, click Done. This will return you to the document view window.

unit_fileview.png

  1. Click the Close button. The documents are now stored on the server in a folder named with the stock number and any other employees with access can see them.

Financial Documents

Financial or accounting documents can be attached to a unit and restricted from general view.

  1. On the unit record, choose the Financial Tab.

unitprofile_financial_uploaddocs.png

  1. Scroll down and click on the Upload Docs button. This opens the Upload Files window.
  2. Click the Select Files button to open a navigation window and browse your computer for the documents.

unit_uploadfiles_selectmultiple.png

  1. Select the files from your computer you wish to attach to the unit. You can hold the Ctrl key when clicking over individual documents to select multiple files.
  2. Click the Open button. This will begin uploading the documents. The progress bar shows the file(s) progress.

unit_uploadfiles_uploadedmultiple.png

  1. Once all files have uploaded, click Done. This will return you to the document view window.

unit_fileview_multiple.png

  1. Click the Close button. The files are now stored in a special MSRP path on the server which can only be seen by users who have permission to access to the financial tab.

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