Add quotes, orders and invoices to a folder
All the documents of a business can be gathered in its folder. You can create a document from the folder, or attach a document that already exists to the folder.
Create a document from the folder
Open the folder (in Sales Management, Folder type, Dashboard or Open board action).
In the Dashboard tab, Actions card, click Quote, Order or Invoice.
The document editor opens, already linked to the folder. Fill it in as usual (see Create a quote or an invoice).
Go back to the folder: the document appears in the Documents table.
The Quote, Order and Invoice buttons are grayed out if the folder is closed, or if the customer is deactivated (tooltip “Customer deactivated: reactivate them to create a new document”). Reopen the folder or reactivate the customer from their record.
Attach an existing document
Open the Dashboard of the quote, order or invoice.
In the actions, click Attach To Folder. If the document is already in a folder, open the ⋯ menu and choose Attach to another folder.
In the Attach to a folder window, find the folder with Search for a folder... (number or name), then click it.
Click Attach, then confirm.
The message “Document attached to the folder successfully” appears. The document's dashboard then shows the Linked Folder button, which opens the folder.
Folders offered
- Only the folders of the same customer and the same branch are listed.
- A closed folder is not offered.
- A folder to which the document is already attached has the Already Linked badge.
- The same document can be attached to several folders of the same customer.
What CAPPS refuses
| Message | What to do |
|---|---|
| “No folder found for this customer.” | First create a folder for this customer, or reopen their closed folder. |
| “This document has no associated customer. Please fill in the customer first.” | Choose the customer in the document, then try again. |
| “Unable to attach: the selected folder does not belong to the same customer as the document.” | Choose a folder of this customer. |
| “This document is already attached to this folder.” | Nothing to do: the document is already in this folder. |
The Quote, Order, Invoice and Attach buttons require the Create and edit permission. In Read only mode, they do not appear.
View the folder's documents
The folder's Documents table shows, for each document, its type, its Status and its Amount (with what remains due for a validated invoice). Click a row to open the document; with the Create and edit permission, a draft opens directly in edit mode. The ⋮ menu offers View, Download PDF, Print, Open detailed management and Copy number.