Default Visibility Settings for Photos & Documents on Purchase Orders
We’re excited to introduce a new functionality that allows you to set a default visibility level for Purchase Order Documents at the Organisation level! This streamlined setting ensures consistent visibility preferences across all Purchase Order documents, eliminating the need for additional clicks when a different default is the preferred!
How It Works:
You can now configure the default visibility setting for documents under a new tab:
Edit Organisation Settings → Warehouse → Order Documents
Here are the available visibility options:
Internal Only: No customer access. Admins and packers can edit.
Shared with Customer: Customers can view, while Admins and packers can edit.
Key Details:
The current default is set to Internal Only.
When you select a default visibility level, it will automatically apply to all newly created documents.
Mobile App Syncing: Updates to the visibility setting won’t automatically sync with the mobile app. To ensure changes are reflected, simply refresh the Picking screen by pulling down, or log out and back in.
This update gives you greater control over document creation, and efficiency when incorporating this as part of your everyday workflow.
For more details or assistance, check out our Knowledge Base or reach out to our Support team!