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Dashboard Create Document widget
Created on 2019-11-29 14:24:34; Last updated on 2021-10-19 21:00:51
The Create document widget makes it easy to create documents from scratch or import them from other systems. It contains the following four elements:
- The Create document header: Click this to open the Create Documents app, from where a number of documents can be created in the Tradeshift UI.
- Invoice: Click this to open the Create Invoice app, which allows you to create a Tradeshift invoice directly in the UI.
- Other document type: Click this to open the Create document side panel in Dashboard with the following options:
- Quote: Click to open the Create Quote app.
- Credit Note: Click to open the Create Credit Note app.
- Purchase Order: Click to open the Create Purchase Order app.
- Prepayment Invoice: Click to open the Create Prepayment Invoice app.
- Pro Forma Invoice: Click to open the Create Pro Forma Invoice app.
- All of the above apps make it easy to create the respective documents in the Tradeshift UI.
- Upload document: Click this to open the Documents Uploader app, which enables you to upload previously sent documents from other systems to Tradeshift.
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