Luminous allows you to store important files, such as invoices or other relevant documents, directly within a purchase order (PO). You can also use this feature to communicate with team members and keep all related information organized. Here's how to do it step-by-step.
Step-by-Step Instructions
1. Access the Purchase Order
Navigate to the Purchase Orders page in Luminous.
Find the PO you want to store files or information in.
Click on the hyperlink under the Supplier column to open the detailed view of the PO.
2. Attach Files to the Purchase Order
Once inside the PO, go to the Messages tab.
Click the Attach File button.
Select the file you want to attach, such as a screenshot, invoice, or other relevant document.
Confirm the attachment, and it will be stored with the PO for easy reference.
3. Communicate with Team Members
Use the Messages tab to leave notes or communicate with team members about the PO.
Tag a team member by mentioning their name.
They will receive a notification, ensuring everyone stays informed.
Why Use This Feature?
Centralized Information: Keep all PO-related files and conversations in one place.
Enhanced Collaboration: Team members can easily access attachments and messages for better communication.
Improved Record-Keeping: Store invoices, screenshots, or any other documents for future reference.
With these tools, Luminous makes it simple to manage and organize important information directly within a purchase order.