Microsoft Dynamics 365 Business Central

Sales Document Attachments

In Microsoft Dynamics 365 Business Central it is possible to attach different files to the sales documents.

 NOTE

In Microsoft Dynamics 365 Business Central you can add attachments to all types of sales documents - orders, quotes, invoices, return receipts, credit notes, except shipments.

Files added to the sales documents in Microsoft Dynamics 365 Business Central are shown on the sales document pages in the Sana webshop.

If you need to provide your customers with some additional documentation, for example a waybill or a copy of some extra documents, they can be attached to the corresponding sales document in Microsoft Dynamics 365 Business Central and shown on the sales document details page in the Sana webshop.

 NOTE

Sana also provides a possibility to attach files to sales documents from the file system on the Web server. For more information, see "Product and Order Attachments".

Add an attachment to a sales document in Microsoft Dynamics 365 Business Central

Step 1: Open the necessary sales document, for example a sales order, and on the Home tab, click Attachments.

Step 2: In the Attachments window, select a file you want to add to the sales document. To show attachments in the Sana webshop, select the Visible in webshop checkbox for an attachment.

This way you can add as many attachments as you need to different sales documents.

Enable sales document attachments

In Microsoft Dynamics 365 Business Central choose the Search for Page or Report icon and enter Webshops. Open the Webshop Card and on the Downloading FastTab you can enable and disable sales document attachments.

Select the checkbox Enable Document Attachments to show all files added to the sales documents in Microsoft Dynamics 365 Business Central in the Sana webshop.

 NOTE

When there is no connection between Sana and Microsoft Dynamics 365 Business Central and the webshop is in the maintenance mode, it will not be possible to open the attached files until the connection is re-established.