Attaching a file to a purchase

Learn how to attach a file to a purchase order.

Craftybase lets you securely attach files to a purchase, so they're always available when you need them.

We'll cover:

• Types of files you can store
• Adding a file to a purchase
• Removing a file to a purchase

What you'll need

• Purchase order attachments are available on all plans.

Types of files you can store

You can store:

• Receipts
• Vendor information
• Anything you need to include for the purchase order

Adding a file to a purchase

To attach a file to a product or variation:

1. Click Purchases in the main menu.
2. Choose your purchase order from the list.

3. Click + in the Attachments section.

   

4. Enter a description, choose your file, then click Save Attachment.

When you need a copy of your file, click the download icon to save the file to your computer.

Removing a file to a purchase

To remove an attachment to a purchase

1. Navigate to the Attachments section of the Purchase page.

2. Click the X icon beneath the attachment name.

   

3. When the confirmation dialog appears, click OK to confirm the removal.

Get help

If you're having trouble attaching a file to a purchase, check if it exceeds the 6MB file limit or is an unsupported file format.

If you still have trouble attaching a file or saving a copy to your computer, contact Craftybase Support for help.