Documents

Cienapps allows you to add documents throughout the different steps of your project, using the different files of the software.

 

There are multiple files that allows you to add documents independently;

  • Customer file

 

 

 





  • Supplier file

 

 

 

 

 

 

  • Product file

 

 

 

 



  • Purchase file

 

 

 

 



  • Receiving file

 

 

 

 

 

 

 

Each of these got a ‘'documents’' tab, which allows you to add documentation or attachment. However, documents in these files won’t transfer to one another, aside from the purchase file, from which a documents will follow in the ‘'linked document’' tab.

 

 

 

 



 

Conversely, files specific to a project will allow you to forward the documents from one to another automatically. These files are:

  • Quotation

  • Order

  • Work-Order

  • Invoice

Each has 4 tabs for which the title can be configured from the general configuration window.

 

Thus, when converting a quote to an order, documents initially added in the first file will be transferred in the new one, right up to the invoice. However the reverse isn’t true, meaning that if we add a document in the invoice, it won’t appear in the preceding files.

The work-order, however, is behaving a little differently, being synchronized with the order. Thus, if we add a document in it, it will also be added in the order, but not in the quote.

These 4 tabs are also available in two other windows, for consultation only:

  • In an automatic task from the processor

 

 

 

 

 

 




  • In the Tooltip Planning window from the calendar view

 



 



 

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