How to upload documents in orders?
Option 1:
Go to Traceability → Orders, open the order with the View icon and navigate to the ‘Overview’ tab. Scroll down to Required Documentation, then click ‘Add files’ next to the document type, or use Bulk Upload to upload several files at once.
Option 2:
Go to Traceability → Orders, open the order with the View icon and navigate to the ‘Tracing’ tab, then click on the connecting line between two companies.
In Transaction Details, click the arrow next to the order to expand it.
Click on 'Add files' next to the respective document types to upload your files:
If you need guidance on what each document type in the tracing template means or would like to see an example, click on the (ℹ️) info icon next to the Add files.
Option 3:
In the ‘Attachments’ tab, you have a complete overview of all documents from all linked orders. Click on the icon for the document type in the respective order to upload your files.
⚠️ Yellow warning icon: a mandatory document that still needs to be uploaded.
⬆️ White upload arrow: an optional document; you can upload it if available.
How to delete documents in orders?
Go to Traceability → Orders, open the order with the View icon and navigate to the ‘Tracing’ tab, then click on the connecting line between two companies.
In Transaction Details, click the arrow next to the order to expand it.
Uploaded files are listed under their document type. Click the red bin icon next to the file you want to delete.
The files you can delete depend on the uploader of the document:
✔️ Files uploaded by you or other users of your company: you can delete them.
✖️ Files uploaded by other companies: you will need to ask that company to delete them.
❗ Deleting is immediate and cannot be undone.