Document Upload Transaction-wise Functionality

Purpose-

The  Document Upload Transaction-wise functionality enables users to upload and view supporting documents related to specific transactions. By selecting the Transaction Type and applying a Date Filter, users can search for transactions and access the associated attachments. Users can also upload new files for a selected transaction when required. All documents are automatically uploaded to the S3 cloud upon saving the transaction.

Note : This feature is license-based License Name - Gofrugal RetailEasy onCloud SaaS Custom License - 2000 Documents. Each file upload consumes quota, and deleting a file restores the quota. (SKU Code: 6010057).

The document upload functionality is available for the following transaction types:

• Sales

• Sales Return

• Purchase

• Purchase Return

• Stock Transfer Out

• Transfer In

The system supports uploading the following file types:

• PNG
• JPG

• JPEG

• PDF

• BMP

Steps to upload the  Attachments from the Transaction Screen:

Users can also attach documents directly from the respective transaction screen.
Note: For the Transfer Out & Transfer In screen, Attachment function key not availabe.

1. Navigate to the required Transaction Screen (e.g., Sales, Purchase, Sales Return, Purchase return).

2. Open the Sales Bill and select the items.

3. Click  CTRL + SHIFT and select the Attachment option available in the transaction screen.

4. Click Upload button.

5. Save the transaction.

6. The attached file will be stored and will be displayed in the Transaction-wise Document Upload screen.

Steps to Upload a Document from the Transaction-wise Document Upload Screen :-

1. Navigate to the Tools --> More -->  Click Document Upload Transaction-wise.

2. Select the required Transaction Type from the dropdown list.

3. Select the location.

4. Select the appropriate Date Filter.
5. Click Search button.

6. Click Search to view the list of transactions.
7. Locate the required transaction from the search results.
8. Click the Attachment option against the selected transaction.

9. Select the file from your system. Once uploaded , you will get the success response.

FAQ-
1.For which transaction types is the attachment option not available in the transaction screen?

• Transfer Out

• Transfer In

For the following transaction types, the Attachment option is not available in the transaction screen:

Users must upload attachments for these transactions using the Transaction-wise Document Upload screen.

2. What is the maximum file size allowed for upload?

The maximum file size - 5MB.

3. Can I delete an uploaded attachment from a transaction?

 Yes. The Delete option is available to remove uploaded documents from a transaction.

4. Are audit logs maintained for attachment upload and delete actions?

Yes. In Audit  viewer report you can verify the  attachment-related activities.

The system records details for the following actions:

• Uploading attachments
• Deleting attachments