Documents

Logistified stores documents alongside POs — supplier quotes, supplier invoices, signed receipts, anything else you want to keep with the order’s audit trail. This page covers the upload flow, what Logistified auto-generates, and limits.

Uploading a document

From the Documents card on the PO detail page → Upload new document. An Upload Document dialog opens: drop a file onto the zone or click to browse, then set the Document Type — an autocomplete over the types defined at Settings → Purchase Orders → Document Tags, which also accepts a brand-new type you type in. Click Upload (it stays disabled until a file is chosen). A row then appears in the Documents card with filename, type, size, and upload date. To download it later, click the download icon on the row.

Typical document types

Supplier quote — PDF, often pre-PO.
Supplier invoice — PDF, post-receipt.
Receipt confirmation — PDF, image, or any other supported format (see the limits below).
Line-item confirmation file — CSV or XLSX from your supplier, mapped to lines via the confirmation flow.

What Logistified auto-attaches

Some documents land in the Documents card without a manual upload:

The supplier-facing attachment. When you send (or resend) the PO, the file attached to the supplier email — PDF, XLSX, or CSV, depending on your attachment format — is saved to the Documents card as type Email Attachment. If the copy can’t be saved, the send fails — and on a first send the PO is rolled back to Draft — so a sent PO always has its attachment on file.
Individual PO exports — optional. The per-PO export dialog (Actions → Export) has an Attach printout to my documents checkbox. Tick it and the PDF / XLSX / CSV you download is also saved here.
Label sheets printed during receiving. Labels generated as part of the receive flow are saved automatically as type Labels.
Label sheets printed from the Actions menu — optional. The Print Labels dialog’s Settings step has a Save labels to PO documents checkbox; tick it before printing a PDF label sheet to also attach the file here (it starts unticked each time the dialog opens). See Exports → Label sheet PDFs for details.

Size and format limits

10 MB per upload. Larger files should be linked from elsewhere.
Supported formats: PDF, images (PNG, JPEG, GIF), Excel (XLS, XLSX), CSV, and Word (DOC, DOCX). The file’s contents must actually match its type — renaming an unsupported file to .pdf won’t get it through.

Removing a document

Click the delete icon on the row. A confirmation dialog asks you to confirm — deletion cannot be undone. Once you confirm, the file is removed from storage and the row disappears.