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Do attachments on Sales Quotes automatically attach to Sales Orders generated from them?

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When a Sales Quote has been accepted and then created as a Sales Order, the attachments uploaded and saved to the original Sales Quote are not automatically attached to the Sales Order. Any attachments included on the Sales Quote must be manually attached to the Sales Order, as and when required. 

To attach files to a Sales Order that have previously been uploaded and attached to a Sales Quote:

  1. Open the Sales Order and select the "Attachments" tab. 


  2. Click the link "search uploaded files". 

  3. Use the search functions available to locate and select the attachment from your account's File Library.


  4. Select "Attach" to include the attachment on your Sales Order.
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