Supplier · Requests & orders
Link a resource to an order
Assign a specific piece of equipment from your fleet to an order to share its details and documents with the client.
- 1Open the Orders section from the menu, then select the relevant order.
- 2In the orange box at the top of the order, click Add information.
- 3In the resources section, use the selector to attach an existing resource, or choose Add a resource to create a new piece of equipment.
- 4Review the resource details: internal reference, serial number, and location information.
- 5Tick the documents you want to share with the client, and use Add documents to attach extra files if needed.
- 6Adjust the pre-filled note to tailor it to the client's order.
- 7Click Confirm to finalise and share the order information.
The note is pre-filled from the details entered when the resource was created, so you only need to fine-tune it.
Was this article helpful?