Photos and Documents on Purchase Orders

Table of Contents

• Purpose
• Overview
• Workflows
• Use Cases / Benefits
• The difference between Documents Essentials and Advanced 

Purpose

Documents allow mobile and web app users to attach photos, videos and documents to Purchase Orders as they are received and verified.

Overview

• A Document has attachments and attachments can be videos, photos or other documents (ie: PDF). 

• Documents have two different visibility options:

  • Internal only: no customer access. Admins and packers can edit.

  • Shared with customer: customer can view. Admins and packers can edit. 

  • A default visibility option can be selected from the Organisation Settings. More information here.

• Documents are split into two tiers, Essentials (available in all WMS plans), and Advanced (available through Warehouse Premium).

• Capture and upload photos at receipt on the mobile or from your device’s photo library.

• Users can add and edit Documents on the web app but only add (not edit) on the mobile app.

• On the Purchase Order Allocated and Verified email if there are Documents associated with the Purchase Order and they are Customer level visibility, a link to the Document will be included in the email. See Customer Settings - Email (Notifications) for more information and the below screenshots for examples.

Workflows

• Photos and Documents on Purchase Orders (mobile app)- add Documents upon receiving stock in the warehouse via the mobile app. 

• Photos and Documents on Purchase Orders (web app)  - add Documents to the Purchase Order at any stage in the order process (any status) from the web app.

Use Cases / Benefits

• Enables warehouse workers to provide photo (and video) evidence of received goods.

• Allows issues such as damages to be easily communicated and shared with customers.

• Provides greater transparency and visibility to customers.

• Provides greater transparency internally with photo visibility supplied at the time of receipt or damage and document history for who uploaded the attachment. 

• Enables an advanced inbound process. 

• Enables greater compliance and regulation standards for your customers. 

• Increased service offering and value to your customers.

The difference between Documents Essentials and Advanced 

Advanced Documents provides additional capability for higher resolution images, significantly increases the number of attachments per document, provides additional storage capacity and adds other timesaving enhancements.

The detailed differences between the two are outlined below: