Working with order documents
It is possible to link digital documents to orders. Documents may include files such as:
• Cost calculations created in a Microsoft Excel spreadsheet
• Scanned quotations
• Notes (internal communication)
• Generated order forms, for instance, a request for a quotation, a job ticket or order confirmation
Documents can be linked to a selected order via the Order details > Order documents step.
 | In Field definer , Planon Administrators can create user-defined business objects based on the following Order documents: • Files • Forms • Notes New layouts for these user-defined business objects can subsequently be created in Layouts . |