Demo video: Documents - Sale
What it does
This bridge module between Document Management System and Sale.
Key Features
Create data and demo data for workspace, team, tag, action, auto generate rule.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_document_sale.
- Press Install.
Instruction
Concept
Document Generation Rule: this rule allows linking the Documents application and other applications in the system. With this rule, the attachments from the other applications in the system will be carried over to the Documents application for centralized management.
Usage
After installing the module, you go to Documentation > Configuration > Document Generation Rule and you'll see a document generation rule for Sales documents.
Then, go to module Sales > Quotations > create a new quote and attach documents.
To view the documents attached to the sales order, go to Documents > Documents > select the Sales folder. The attached documents will be here.
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Thông báo bản quyền và chấp thuận nêu trên buộc phải được bao gồm trong tất cả các bản sao hoặc các phần quan trọng của Phần mềm.
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