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For legal reason, in our company, to validate a sale we need our customer to print and stamp their quotation or purchase order,perform payment and send us payment slip to validate them.

I need to implement a file uploader where the customer receiving his quote/purchase order can upload those documents in our erp so it can be attached to purchase order and be tracked accordingly.

Typically when the customer receive the email with the quotation and is invited to View Quotation it land in myorder/order_number I would like to have this uploader on this page and trigger the sales confirmation at this time.

what is the best way to process to implement such uploader ?

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Electronic signature will do the thing if you need only a signature from the customer end

Best Answer

Hi Chris,

You would need to customize the portal module and have to add code to upload and attach the file(s) to the Sales Order / Quotation.

Sudhir Arya
ERP Harbor Consulting Services
Skype:sudhir@erpharbor.com
Website: http://www.erpharbor.com
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Best Answer

Sudhir's is the right answer. You are looking for modification on the website view for the particular quotation for upload of document. Once the document is uploaded you may want to trigger an alert to somebodyfrom your sales department for the verification of the document rather than immediate confirmation.

Thanks

Vishal Ratani

vishalratani@gmail.com

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