When to Use This Feature
This feature is useful when:
- You have received a supplier quotation that needs to be attached to a purchase order.
- You need to transmit technical drawings or mechanical documents.
- You want to add any relevant supporting document to a specific order before sending it to Axya.
Steps to Add an Attachment in Genius
1. Access the Order
- In Genius, open the Orders section.
- Select the relevant order.
- Click Edit.
2. Add an Attachment
- Select the relevant item in the order.
(If you need to attach a quotation for the entire order, select the first item in the order.) - Navigate to the Attachments section.
- Click Add.
- Select the file from your computer.
- Click Save.
- Save the order to synchronize the changes.
The document is now attached to the order in Genius.
Verification in Axya
Once the order is synchronized:
- Open the order in Axya.
- You will see a ZIP file next to the Additional Files section.
Suppliers will then be able to access the documents sent with the order.
Best Practices
- Always verify that the correct document version is attached before sending.
- Attach quotations and technical drawings directly to the order to ensure full traceability.
If you have any additional question please contact us at customerservice@axya.co.