Note: This feature is now in Beta
Freshservice enables you to collate all your purchase-related information in one place including documents like your vendor quotations, invoices, etc
You can add all your documents under the Attachments tab of a purchase order.
To attach a file,
- Navigate to the Attachments tab of the purchase order
Click on Attach File. You can attach files with a size less than 25 MB.
Downloading as PDF
To place an order with your vendor you will have to mail an offline copy of your purchase order to them. Get your offline copy of the purchase order by clicking on the Download PDF button on the top right corner of your purchase order.
Note: You can define the PO fields which need to be a part of the PDF copy by configuring it under purchase order fields in admin settings.