What files can I attach to a purchase order?
A purchase order accepts any attachment type, up to 20 MB per file and 50 files per PO.
PDFs, common images and plain text open in a new tab; other formats download.
Attachments can be managed even after finalization. Uploading a file to the PO does not establish that it was emailed to the vendor.
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People also ask
From other topicsDoes lead time print on the quote or the purchase order?
No. OrderPilot's calculated lead times do not appear on quote PDFs or purchase orders.
The full order calculation is shown in the app, and is also absent from POS, emails and the customer portal. A template's slowest option lead time can appear online when Show lead time is on.
Open its own pageFull guide: Set up lead times for vendors and options
Do vendor minimums stop me creating a purchase order?
No. You can save a draft purchase order below the vendor's minimum. An enforced minimum blocks sending until the quantity or value is met; an unenforced minimum gives a warning.
Minimums are checked per purchase order. An enforced value minimum also blocks sending when an item's cost is unknown.
Why is Purchase Orders or another page missing from my menu?
A missing page can be hidden by your role, an optional-page setting or the available menu space. Purchase Orders needs View purchase orders; ask an administrator to check your role. Customers and Review also need their page settings enabled.
Check More for header entries that do not fit; Analytics appears in Shopify's sidebar.
Open its own pageFull guide: Find your way around OrderPilot
Can I attach a scan of a paper signature?
Yes. Open Signature history and choose Attach scan on the existing paper-signature record.
Upload JPEG, PNG, WebP, HEIC or PDF up to 10 MB. Your role needs Bypass signature and deposit requirements.
Attach the scan of the same agreement the customer signed; uploading a scan does not create a new paper-signature record.
Open its own pageFull guide: Export, hold and retain signature records