Purchase Management — Files, notes, comments and CRM links
Manage attachments, comments, notes, reminders, tasks, custom fields, projects, expenses and warehouse connections.
01Download a Purchase Management file by folder and attachment IDUse the authorised module download route from a visible record.Admin Area or Vendor Portal → relevant Purchase record → file download02Change a Purchase file statusUpdate the stored file status through the supplied action.Admin Area → Purchase → relevant record → Files → Status03Add a general Purchase noteCreate a note against a supported purchase record.Admin Area → Purchase → open record → Notes → Add04Review purchase-order notesOpen notes linked to an order.Admin Area → Purchase → Purchase Order → open order → Notes05Review purchase-contract notesOpen notes linked to a contract.Admin Area → Purchase → Contracts → open contract → Notes06Review purchase-invoice notesOpen notes linked to an invoice.Admin Area → Purchase → Invoices → open invoice → Notes07Add a Purchase commentCreate a comment on a supported preview/detail page.Admin Area → Purchase → open quotation/order/contract → Comments08Edit a Purchase commentUpdate a comment through the supported action.Admin Area → Purchase → open record → Comments → Edit09Remove a Purchase commentDelete a comment through the supported action.Admin Area → Purchase → open record → Comments → Delete10Use Purchase remindersCreate CRM reminders against supported purchase relations.Admin Area → Purchase → open supported record → Reminders11Use Purchase-related tasksCreate CRM tasks linked to supported purchase records.Admin Area → Purchase → open supported record → Tasks12Use Purchase custom fieldsCreate/apply custom fields for supported purchase relations.Admin Area → Setup → Custom Fields and Purchase record forms13Update purchase-order custom fieldsSave custom-field values on an order.Admin Area → Purchase → Purchase Order → open order → Custom Fields14Update purchase-invoice custom fieldsSave custom-field values on an invoice.Admin Area → Purchase → Invoices → open invoice → Custom Fields15Expose Purchase custom fields on supported PDF outputEnable the PDF option and populate supported custom fields.Admin Area → Purchase → Settings → Purchase Options16Use Purchase project tabsReview project-linked requests, orders and contracts.Admin Area → Projects → open project → Purchase tabs17Link a CRM expense to a vendorUse the vendor field added by Purchase Management to supported expense flows.Admin Area → Expenses → New/Edit → Vendor18Use optional Warehouse integration for returnsSelect warehouse information only when the Warehouse module integration is active.Admin Area → Purchase → Order Returns → Select Warehouse19Use relation-data lookups in Purchase formsAllow the module to load supported related record labels/links.Admin Area → Purchase → supported relation selector20Review Purchase activity logsUse record activity and CRM logs to verify changes.Admin Area → Purchase → open record → Activity / Utilities → Activity Log21Troubleshoot a missing Purchase attachmentCheck relation ID/type, file record, storage path, permission and portal hash.Admin Area or Vendor Portal → relevant record → Files