What’s New
We have redesigned tracing attachment templates to provide more flexibility and control over document collection in tracing orders.
With this feature, you can:
Create your own custom tracing templates
Define which documents suppliers are required to upload
Collect quality-related documents, such as Test Reports and Inspection Reports, to support GPSR compliance
Reuse company-level documents, such as business licenses, declarations and policies, across future orders
Upload and edit documents directly from the order details page
How Does It Work?
The workflow follows these steps:
Create a custom attachment template
Select the required document types
Use the template when creating a Purchase Order (PO)
Suppliers receive the document requests automatically
Suppliers upload the requested files directly in tracing
Company-level documents, such as business licenses, declarations and policies, can automatically sync into future orders
Step 1: Create a Custom Attachment Template
To create a custom attachment template:
Navigate to Traceability → Orders in the left navigation bar
Open the Purchase Orders tab
Click Preferences in the top right corner
In the Preferences section, templates are organized into the following tabs:
All – Displays all available templates
Global – Public templates available to all users
Private – Templates created and only visible within your company
Shared – Templates shared with your company by external partners
Enter the Template name and add an optional Description for the template.
Define the template Rules, which determine which documentation requirements apply to specific facility processes.
Within each rule, you can:
Select one or multiple facility processes
Define the required document types
Set documents as mandatory or optional
Apply document requirements to: All countries Or specific countries only
7. Configure the Backup required documentation section to define default document requests for all remaining facility processes not covered by specific rules.
8. Once all configurations are completed, click Save.
Step 2: Create a Purchase Order Using the Template
Navigate to the Purchase Order creation workflow and complete:
Supplier selection
Order details
Add Required Documentation, select the custom attachment template you previously created.
Click Create. The selected template will automatically apply the predefined document requirements to the order.
Step 3: Supplier Upload Workflow
After the order is created, suppliers can:
View the requested documents
Upload the required files
Add additional attachments if needed
All uploaded files are automatically linked to the tracing workflow.
Important Notes
Global templates are still available and can be used as a starting point for creating customized templates.
Only the company that created the template can: Edit the template and Archive the template
Connected suppliers and partners cannot edit the original template directly. However, they can clone the template and customize it as their own template.