Add Photos, Attachments, Purchase Orders and Waste Profiles to Accounts
Last Modified on 11/20/2024 1:03 pm PST
Pathway: Accounts > Search > Accounts
From the Account Details section of the Customer Service screen, use the attachments icon to add photos, attachments, purchase orders, and waste profiles. Items added here are linked at the account level and can be accessed from any site.
Permissions
The following permissions are necessary to access and use the Photos, Attachments, Purchase Orders and Waste Profiles screen:
| Permission ID | Permission Name |
5
| View Account |
6
| View Site |
Add Photo
Add a photo to a site, and review photos attached to a work order in the photos tab.
Upon Upload: Hover over 'View' for a preview of the photo. Select 'View' to open the photo attachment.
- Select the Paperclip icon from the Accounts screen.
- Select the Photos tab.
- Select the green '+' icon from the upper left corner. The 'Add Photo' popup window will display.
- Select Browse from the Add Photo popup.
- Search and select the photo you would like to upload to the account.
- Select Upload when finished.
Add Attachment
Add any necessary files and documents needed to be included for site information, such as tax exemption forms, disposal forms and more.
- Select the Paperclip icon from the Accounts screen.
- Select the Attachments tab.
- Select the green '+' icon from the upper left corner. An Add Attachment popup window will display.
- Select Browse from the Add Attachment popup.
- Search and select the attachment you would like to upload to the account.
- Select the Type of attachment. Optional.
- Enter a Description for the attachment. Optional.
- Select Display in Customer Portal and the customer will have access to the attachment in their portal account. Optional.
- Select where the attachment will display. Options include: Account or Site.
Add Blanket Purchase Order
Create a Blanket Purchase Order for an account to bill recurring services, manual charges and on call orders to. Blanket Purchase Orders can be limited to a specific site under the account, or be made available to all sites. After a Blanket PO has been created, the option to delete will be unavailable if any records are linked to it. Use the Blanket PO Management tool under the Accounts module to review and manage all Blanket PO's for all accounts.
Add a Blanket Purchase Order
In the Add Blanket Purchase Order popup editor, only the PO Number is a required field. Complete all additional fields based on the signed contractual agreement for the PO. A Blanket PO can only be deleted if there are no records linked to it.
- Select the Attachments icon from the Account screen to access the Blanket Purchase Orders tab.
- Select the Blanket Purchase Orders tab from the pop up editor.
- Click on the green '+' icon.
- Enter a PO Number.
- Select a Site # if the purchase order is site specific. Leave blank and the purchase order will be available for all sites belonging to the account.
- Enter an Amount. Leave blank if the amount will not be capped.
- Enter the Start and End Dates the blanket purchase order is active and available. Leave blank if dates do not apply.
- Enter any Notes regarding the purchase order (optional).
- Upload the purchase order (optional) by selecting within the 'Choose a file or drag it here' box.
- Click Save when finished.
Assign a Blanket Purchase Order
The Blanket PO drop down field has been added to the following locations:
- New and Existing Services
- On Call Orders
- Manual Charges
Add Waste Profile
Continue to Waste Profile Setup link for more information.
Related Articles
Blanket Purchase Order Management
Waste Profile Setup
