How to Add Artwork to a Purchase Order - Ultimate

In Customer Focus Ultimate, artwork is uploaded via the notes & files tab inside Project Overview. This help sheet will talk you through how to add artwork to your order.

 

STEP 1

First, log into the management section of your Ultimate system as you usually would

 

STEP 2

Firstly, you need to add the artwork to a project for later use. To do this, navigate to the project overview for the project you wish toad the artwork to. Once there, click on the notes & files tab to the far-right of the screen.

 

STEP 3

Once on the Notes & Files tab, you should see an ‘add document’ button just below the table, on the left-hand side of the screen. Click this to bring up the add document window.

 

STEP 4

From this window, enter the name and a description of the artwork for reference, and click on the ‘Upload File’ dialogue box to bring up a file browser window, where you can select your artwork. Once you’re happy with the information entered hit save. This will link the selected document to the project.

 

STEP 5

Next, open the purchase order that you wish to add the document to. Hover over the ‘Next ->’ button and select Send/Share

NOTE: It is worth stating at this point that the above method also works in the same way for adding artwork to sales orders and quotes.

 

STEP 6

When the Send Email window appears, you will see an ‘Attachments’ button below the subject line. Click on this, and a list of the available documents will be displayed, which will include the artwork you just uploaded.

With this, the artwork has been attached to the order.