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Upload Document into Grocery Purchase Entry
Upload Document into Grocery Purchase Entry

Click 'Upload Document', to attach files related to the Purchase, like Invoice Scan Copy or EDI file.

Gaurav Shah avatar
Written by Gaurav Shah
Updated over 3 years ago

Along with Grocery Purchase Entry, you may choose to Upload Document related to the Purchase, like Invoice Scan Copy or EDI file.

Recommended File Size, is around 5mb, should not be more than 9mb.

Recommended File Type, Text or PDF or Word file

Following recommended File Size and Type, will allow you to upload file smoothly and easily. It must not exceed 9mb, as it may keep processing and go fail. You may split the file if needed.

Steps to Upload a File:

  1. Login to your Essentials Account

  2. Click on Grocery -> Purchases -> Invoices (Note: you can also get to invoices from Pricebook > Purchasing > Invoices)

  3. Find the required Invoice from the list

  4. on the right, Click Clip-Attachment icon to Upload Document

  5. Either Drag & Drop the File Or Select Open the File from the Path

  6. Click Close when done

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