All in One Related Documents Management | Sale Documents | Purchase Documents | Picking Documents | Customer Documents | Vendor Documents | Project Documents | Task Documents | Manufacturing Documents | BOM Documents | Lead Documents | Invoice Documents | Bill Documents | Credit Note Documents | Refunds Documents | Product Documents
All in One Related Documents Management
Overview
This module brings feature to connect Sale Documents | Purchase Documents | Picking Documents | Customer Documents | Vendor Documents | Project Documents | Task Documents | Manufacturing Documents | BOM Documents | Lead Documents | Invoice Documents | Bill Documents | Credit Note Documents | Refunds Documents | Product Documents to its corresponding record. User can set a common access right to all the related documents. Restricted Users can only get the access to download the documents.
Configuration
No additional configuration required
Features
- Module helps to link sale order related documents with admin/user access to its corresponding record.
- Module helps to link purchase order related documents with admin/user access to its corresponding record.
- Module helps to link product/product variants related documents with admin/user access to its corresponding record.
- Module helps to link lead related documents with admin/user access to its corresponding record.
- Module helps to link invoice/bill/credit-note/refund related documents with admin/user access to its corresponding record.
- Module helps to link project and task related documents with admin/user access to its corresponding record.
- Module helps to link manufacturing Order / BOM related documents with admin/user access to its corresponding record.
- Module helps to link customer/vendor/contacts related documents with admin/user access to its corresponding record.
- Module helps to link picking related documents with admin/user access to its corresponding record.
- No Configurations required !
Screenshots
Admin can set access rights on documents upload. Two access rights are available Administrators Access - gets full access to upload and download the documents | Users Access - only get download access on documents
Sale Order View.
Upload the documents using ADD button from tab .
The documents will be available in kanban view. Also user can access the dropdown to download and delete the record if user has administrators access.
Lets make the demo user's access as User Access.
User can only access download button if the user has Users access.
CRM View.
Contacts View.
Invoice View.
Project View.
Task View.
Products View.
Product Variants View.
Picking View.
MO View.
BOM View.
Refunds View.
Bills View.
Credit Notes View.
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