Upload Documents to Products, Bills of Materials and Components

• Only Retailer users can upload documents to products.
• Only Product Supplier and Retailer users can upload documents to Bills of Materials.
• Only Product Supplier and Packaging Supplier users can upload documents to Components.

How-to:

The documents uploaded will be visible to all users with access to the product, i.e. all the retailer users and all the product supplier users with a Bill of Materials linked to the product.

1. Navigate to the Product Hub and select the product you want to upload the document to.

2. Click on the product name to access the product's details page.

3. From the product's details page, click on the 'Documentation' tab

4. To add new documentation click on . In the 'Add Documentation' popup, select the document classification and click on 'Upload file' to select the file you want to upload.

5. You can see the document(s) selected in the 'Add Documentation' popup. If you would like to remove a document before uploading, click on the 'x Remove' button to the right of the document name

6. Once you are happy with the document selection, click on 'Save' to upload the file(s).

7. The 'Add Documentation' popup will close when the files are uploaded and you will be able to see the uploaded files in the documentation tab.

8. To download or remove a document, click on the 3 dots icon and select the preferred option.

• • Only retailer users can remove documents 
  • Any user with access to the product can download documents (retailer and product supplier users)

Uploading Documents to Bills of Materials

Documents can be uploaded to Bills of Materials by product supplier and retailer users.

Users can only upload documents to Bills of Materials with a status of 'In Progress'. The documents can be added from the Bill of Materials' details page or from the 'Complete Bill of Materials' task.

The documents uploaded will be visible to all retailer and product supplier users with access to the Bill of Materials.

1. To do this, first navigate to the Bill of Materials Hub and select the Bill of Materials you want to upload the document to.

2. Click on the BOM ID to access the Bill of Materials' details page, then click on the 'Documentation' tab.

3. To add new documentation click on .

4. In the 'Add Documentation' popup, select the document classification and click on 'Upload file' to select the file you want to upload.

5. You can see the document(s) selected in the 'Add Documentation' popup. If you would like to remove a document before uploading, click on the 'x Remove' button to the right of the document name.

6. Once you are happy with the document selection, click on 'save' to upload the file(s).

7. The 'Add Documentation' popup will close when the files are uploaded and you will be able to see the uploaded files in the documentation tab 

8. To download or remove a document, click on the 3 dots icon and select the preferred option .

• • Any user with access to the Bill of Materials can remove and download documents (retailer and product supplier users)

Uploading Documents to Components

Documents can be uploaded to Components by product supplier and packaging users. Users can only upload documents to Components with a status of 'In Progress' and 'Approval in Progress'. The documents can be added from the Component's details page or from the 'Complete Component' task.

The documents uploaded will be visible to all users with access to the Component.

1. To do this, first navigate to the Component Hub and select the component you want to upload the document to.

2. Click on the name or ID of the component to access the component's details page.

3. From the component's details page, click on the 'Documentation' tab.

4. To add new documentation click on .

5. In the 'Add Documentation' popup, select the document classification and click on 'Upload file' to select the file you want to upload.

6. You can see the document(s) selected in the 'Add Documentation' popup. If you would like to remove a document before uploading, click on the 'x Remove' button to the right of the document name.

7. Once you are happy with the document selection, click on 'Save' to upload the file(s).

8. The 'Add Documentation' popup will close when the files are uploaded and you will be able to see the uploaded files in the documentation tab.

9. To download or remove a document, click on the 3 dots icon and select the preferred option.

• • Only product supplier and packaging supplier users can remove documents 
  • Any user with access to the product can download documents (retailer, product supplier and packaging supplier users).