15/02/12
February's Technical Tip shows how you can use the Document Management Feature within Season Office.
This document management feature can be used to attach documents to customers, suppliers and products.
To add a document to a customer account, select the customer that is required on the 'Customer Account Setup' window, and select the 'documents' tab.
Select the 'Add Doc' button to add a new document. This will then open a dialogue box to locate the document on your computer. It is advised that a central folder be created within the Season folder on the hard drive. This will ensure that all Office users will have access to that document.
Once the document is uploaded, it can be selected and then viewed by clicking on the 'View Doc' button.
The 'Advanced Search/Index' field can be entered to make searching easier, for example: 'price list', 'address change', 'seasonal closing dates' etc.
This same process will work for both Suppliers and Products also. For products there is also an additional function to upload a picture, for example, a finished product specification picture.
Be sure to check out next month's Technical Tip of the Month. If you would like further information on our Season Software, please contact us.
