Attaching files from PC to ERP items

[John Roberts]

Hi Everyone

I'm new to the forum so first off hello and congratulations on what looks like a great management tool.

I have seen posts regarding subject from 2010 in the forum, but I can't find anything more up to date, so here goes:

Is it possible to "attach" a local PC file to an item in ERP ?

For example, but not limited to, an MSDS or Product Brochure for a Raw Material / Product.

Thanks in advance, & once again ... excelent work !!

Regards

John

[Rushabh Mehta]

Thanks John,

Yes - When you open an Item, in the right sidebar, you should see a section called "Attachments". You can click on the "+" button to upload an attachment.

Welcome to the forum!

best,

Rushabh

W: https://erpnext.com
T: @rushabh_mehta

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[Paul Stary]

John,

Unlike most other apps where an attached file is ONLY available as a download, ERPNext does it right. When you click on the file name (link), the document opens in a new browser tab if it is a common document that your browser (preferably Chrome for speed) can open.

Here is a list of the document types that Chrome can open. Whatever it doesn't open, you can upload to Google Drive and link to the Drive file.

• Microsoft Office files (read-only): .doc, .docx, .ppt, .pptx, .xls, .xlsx
• Media: .3gp, .avi, .mov, .mp4, .m4v, .m4a, .mp3, .ogv, .ogm, .ogg, .oga, .webm, .wav
• Images: .bmp, .gif, .jpg, .jpeg, .png, .webp
• Compressed files: .zip, .rar, .tar, .tar.gz (.tgz), .tar.bz2 (.tbz2)
• Other: .txt, .pdf

If you want to download the file for some reason, just hold the ALT key down when clicking on the link.

The ability to add attachments is not initially available in all forms, but using Setup > Customize Form you can both add this capability and set the maximum number of documents you want users to attach to record of that type (see attached image).

Items already has Attachments selected.

Enjoy ERPNext!

-----

Paul Stary

Virtual-E Corporation

[John Roberts]

Hi Rushabh and Paul

I see what you are saying, and the actualy funcionality is exactly what I needed.

I had a GUI issue with stock items in that when you add an image for item, the "+" button to add another attachment in right hand sidebar is no longer displayed, hence my initial confusion.

Thanks again

John

[Rushabh Mehta]

John,

You can increase number of attachments from Setup > Customize Form View > [select Item] > update "Max Attachments"

- Rushabh

W: https://erpnext.com
T: @rushabh_mehta

[John Roberts]

Hi Rushabh

Yes, that got the "+" button back where I expected it.

Thanks !!

John

John Roberts  
Tel: +34 645 84 25 71 

Skype: john.easyroad

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